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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-01 |
| FL | RA | APPROVED | 2023-06-12 |
| WI | RA | APPROVED | 2023-06-05 |
Branch Locations
101 Park Street, New London, WI 54961 • United States
W3122 County Road Kk, Appleton, WI 54915 • United States
2701 N. Richmond Street, Appleton, WI 54911 • United States
100 W Wisconsin Avenue, Neenah, WI 54956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conceptual Financial Advisors Llc | Appleton | WI | 07/2015 | 07/2017 |
| Fortune Financial Services, Inc. | Monaca | PA | 08/2016 | 07/2017 |
| Modern Woodmen Of America | Rock Island | IL | 06/2017 | 01/2019 |
| Mwa Financial Services Inc | Rock Island | IL | 08/2017 | 01/2019 |
| American United Life | Appleton | WI | 01/2019 | 10/2020 |
| Oneamerica Securities | Appleton | WI | 01/2019 | 10/2020 |
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2020 | 05/2023 |
| Hornor Townsend & Kent Llc | Horsham | PA | 10/2020 | 05/2023 |
| Associated Investment Services, Inc. | Green Bay | WI | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-02 |
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