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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 | 2025-01-01 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Oss Financial | Green Bay | WI | 12/1995 | Present |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 09/1996 | Present |
INSURANCE SALES/NON-SECURITIES RELATED/TIME DEVOTED 2 HRS A MONTH/ START DATE 1,1994/APPT W/ VARIOUS CO'S. LIFE, FIXED ANNUITIES. UPS/PART-TIME/18 HRS A WEEK/START DATE 5/2001/DUTIES: LOAD TRUCKS, NON-SECURITIES RELATED. Coldwell Banker Real estate sales 745 Ontario Road Suite 1 Green Bay, WI 54313 start date: 3/3/2021 Hours/month: 80 Non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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