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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| AZ | RA | APPROVED | 2020-04-07 |
| IL | RA | APPROVED | 2020-04-02 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
Chicago, IL • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 09/2016 | 10/2019 |
| Packerland Brokerage Services | Green Bay | WI | 01/2020 | Present |
BUSINESS DEVELOPMENT COACHING/CONSULTING SERVING AS A CONSULTANT FOR START UPS AND SMALL BUSINESS OWNERS TO PROVIDE GUIDANCE ON BUSINESS GROWTH STRATEGIES, NETWORKING, FINANCIAL STATEMENTS(PROFIT/LOSS STATEMENT, ASSET AND LIABILITY STATEMENTS) AND PROJECTIONS. AS WELL AS CAPITAL NEEDS AND BUDGETING. 50 LE GRANDE BLVD AURORA,IL 60506 START DATE: 5/15/2020 NON-INVESTMENT RELATED F/A Wealth Advisory 180 E PEARSON ST APT 3707 CHICAGO IL, 60611-6732 Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed/Fixed Indexed Annuity Sales Start Date: 4/2/2024 Investment related: Yes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-10 |
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