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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-11-30 |
Branch Locations
436 Main, Depere, WI 54115 • United States
432 Security Blvd., Green Bay, WI 54313 • 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 |
|---|---|---|---|---|
| Western Fraternal | Appleton | WI | 12/1995 | 11/2022 |
| Insurance Service Center | Depere | WI | 01/1996 | Present |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 01/1999 | Present |
| Betterlife Insurance | Appleton | WI | 11/2022 | Present |
1) INSURANCE SERVICE CENTER LLC, INSURANCE SALES, APPT W/ VARIOUS CO'S. EQUITY INDEXED ANNUITIES. PRODUCTS: LIFE, HEALTH, DISABILITY, P&C, DENTAL & LTC. INVEST. RELATED. START DATE 1/1996, TIME DEVOTED 40 HOURS A WEEK. 2) RYAN FUNERAL HOME 10 TH STREET DEPERE, WI 54115 TITLE: OWNER DUTIES: BOOK KEEPING AND PAYROLL HOURS DEVOTED: 1 HOUR, ZERO DURING SECURITY TRADING HOURS START DATE: 9/30/2016 NON INVESTMENT OR INSURANCE RELATED 3) BETTERLIFE SALES OF LIFE INSURANCE AND FIXED AND FIXED INDEXED ANNUITIES START DATE: 1/2021 APPROXIMATELY 160 HRS PER MONTH NON-SECURITIES RELATED 4) WDFI-NOTARY PUBLIC TITLE: NOTARY PUBLIC 436 MAIN AVE DEPERE, WI 54115 START DATE: 10/2021 INVESTMENT AND INSURANCE RELATED 5) ISC PROPERTIES LLC TITLE: HALF OWNER 436 MAIN AVE DEPERE, WI 54115 START DATE: 2005 TOTAL HOURS PER MONTH: ZERO NON-INVESTMENT AND INSURANCE RELATED 6) BENEFITS RECEIVED AS EMPLOYEE OF BETTERLIFE 436 MAIN AVE DEPERE, WI 54115 START DATE: 1/2021 APPROXIMATELY 160 HOURS PER MONTH INVESTMENT AND INSURANCE RELATED 7) BAETEN PROPERTIES RENTAL INCOME FROM NICKEL FUNERAL HOME 2811 COUNTY LINE ROAD DEPERE, WI 54115 NON-INVESTMENT RELATED 8)RYAN FUNERAL HOME( CARRIE AND HUSBAND OWN THIS FUNERAL HOME) 305 N 10TH STREET DEPERE, WI 54115 ADMINISTRATIVE, VICE PRESIDENT AND TREASURER( NOT COMPENSATED FOR VICE PRESIDENT AND TREASURER POSITIONS) NON-INVESTMENT RELATED 9) BAETEN PROPERTIES;OWNER OF CEDER CREEK OF DEPERE LLC 1028 CEDAR STREET DEPERE, WI 54115 NON-INVESTMENT RELATED 1-2 HOURS DEVOTED PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-02 |
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