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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 | 2024-12-24 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
Kewaunee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Finanicial Services, Inc. | Luxemburg | WI | 06/2005 | 12/2022 |
| Bank Of Luxemburg | Luxemburg | WI | 06/2005 | 12/2022 |
| Insurance-Non Variable | Luxemburg | WI | 03/2008 | Present |
| John H. Kaye Cpa | Kewaunee | WI | 05/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Luxemburg | WI | 06/2009 | 12/2022 |
| Fixed Annuity Sales | Luxemburg | WI | 03/2008 | 12/2022 |
| Kerberrose Sc | Green Bay | WI | 02/2020 | Present |
| Crump Life Insurance Services, Llc | Kewaunee | WI | 01/2024 | Present |
| Packerland Brokerage Services | Green Bay | WI | 12/2024 | Present |
(1)Name of Business: John H. Kaye, CPA Address: E3078 County Road A, Kewaunee, WI, 54216, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax preparation and related planning and consulting (2)Name of Business: KerberRose SC Address: 487 Riverwood Lane, Green Bay, WI, 54313, United States Activity Type: Accounting/CPA Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax preparation and related consulting (3)Name of Business: NA Address: E3078 County Road A, Kewaunee, WI, 54217, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/15/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Estate and financial planning and determine use of life insurance products with assistance of another experienced insurance agent. Work with Romeo Rabe on Long term care insurance w/ Auto-Owners Ins. Funeral trust life insurance with NGL (4)Name of Business: John H Kaye Insurance-Crump Life Insurance, E3078 County Road A, Kewaunee, WI United States Activity Type: Life Insurance Start Date: 01/01/2024 to Present Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life insurance sales and planning .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
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