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1150 Springhurst Drive Suite Ll 205, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-02 |
Branch Locations
1150 Springhurst Drive Suite Ll 205, Green Bay, WI 54304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onelegacy Advisors, Llc | Green Bay | WI | 05/2014 | Present |
| Protective Financial Services, Llc | Green Bay | WI | 12/2010 | 12/2023 |
Jasen Benton is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-06 |
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