Terrence Michael Jack

Current Employers

Employment History

• 01/2016 → Present
  Sugar Maple Asset Management
  Neenah, WI
• 05/2018 → Present
  Fortifi Bank
  Green Bay, WI
• 06/2026 → Present
  Iron Horse Asset Management Llc
  Neenah, WI

Other Businesses

Fortifi Bank 140 W Huron St. Berlin, WI 54923 This relationship began in May of 2018 Mr. Jack is a part-time employee of Fortifi Bank of Green Bay, Wisconsin. Mr. Jack's title is Wealth Liaison. He works no more than four hours a week for Fortifi Bank, generally during normal business hours where he qualifies referrals to Sugar Maple Asset Management on behalf of the bank. If these referrals are deemed to be qualified and passed on to Sugar Maple Asset Management, a revenue sharing agreement between Sugar Maple Asset Management and Fortifi Bank is in place. Under this arrangement, Fortifi Bank receives a fixed percentage of fee revenue based upon asset management for their clients as long as they remain working with Sugar Maple Asset Management. This revenue sharing agreement could be deemed as a potential conflict of interest. All clients referred to Sugar Maple Asset Management by Fortifi Bank are given a Potential Conflict of Interest Disclosure Statement highlighting the arrangement.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-17

Designations