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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-12-14 |
| WI | RA | APPROVED | 2017-12-07 |
Branch Locations
100 West Lawrence Street Suite 415, Appleton, WI 54911 • United States
2200 Dickinson Road Unit 17A, De Pere, WI 54115 • 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 |
|---|---|---|---|---|
| Northright Financial | Green Bay | WI | 11/2017 | Present |
| Geneos Wealth Management | Green Bay | WI | 11/2017 | Present |
| Sii Investments, Inc | Green Bay | WI | 05/2016 | 11/2017 |
| N.E.W. Advisory Services, Llc | Greenbay | WI | 11/2017 | Present |
1) DBA: Will work under Northright Financial non investment related business located at branch location. 2)Capital Hill Management LLC-Owner. 3)RIA: N.E.W. Advisory Services LLC-IAR/Owner. 4)Independent Rep with various insurance carriers for fixed Insurance business. 5)OLDE SCHOOL OFFICE SUITES LLC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-28 |
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