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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-08-07 |
Branch Locations
160 North Ellis Avenue, Peshtigo, WI 54157 • United States
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
1500 River Pines Drive, Green Bay, WI 54311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | De Pere | WI | 08/2014 | 08/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 08/2017 |
| Mml Investors Services, Llc | De Pere | WI | 03/2017 | 08/2017 |
| Equity Services Inc | Green Bay | WI | 08/2017 | Present |
| National Life Group | Green Bay | WI | 08/2017 | Present |
*NATIONAL GUARDIAN LIFE FUNERAL TRUSTS,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311, NOT INV REL. REPRESENTATIVE, EFFECTIVE 8/2017, LESS THAN 1 HOUR PER WEEK DURING NON TRADING HOURS*WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311, DBA NAME FOR MARKETING PURPOSES. 8/2017 INV REL. DURING TRADE HRS*WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311. JAN 2018. INV REL. SELLING LIFE INS THROUGH CORNERSTONE. AGENT. SELL LIFE INS AND LTC PRODUCTS NOT OFFERED THROUGH NATIONAL LIFE. DURING TRADE HRS*WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311. APRIL 2019. INV REL. USING WEALTHVEST FOR FIXED ANNUITIES. AGENT. DOING COMPREHENSIVE PLANNING FOR CLIENTS AND OCCASIONALLY A FIXED ANNUITY IS A GOOD FIT FOR A CLIENT WHO WANTS PRINCIPAL PROTECTION WITH A PREDICTABLE RATE OF RETURN. DURING TRADE HRS*E&T PROPERTIES 2, LLC,1500 RIVER PINES DR., GREEN BAY, WI 54311,04/01/2022,ONGOING, INV REL,OWNER/MEMBER,REALESTATE, OFFICE BUILDING/RENTAL,DURING TRD/HRS,LESS 1HRS/WK*E&T PROPETIES 1,LLC,160 NORTH ELLIS AVE., PESHTIGO,WI 54157,08/01/2019,ONGOING,INV REL,REALESTATE,OWNER/MEMBER,OFFICE BUILDING/RENTAL,DURING TRD/HRS, LESS 1 HR/WK*CRUMP INSURANCE,1500 RIVER PRINES DR.,GREEN BAY,WI 54311,02/01/2023.ONGOING,INV REL,DURING TRD/HRS,AGENT,INSURANCE,1HR/MTH*MIDWEST INSURANCE SOLUTIONS, LLC,1500 RIVER PRINES DR.,GREEN BAY,WI 54311,05/01/2022,ONGOING,INSURANCE,MEDICARE&HEALTH,CO-OWNER&CFO,INV REL,DURING TRD/HRS,2HRS/MTH*WEALTHPOINT FINANCIAL,1500 RIVER PRINES DRIVE,GREEN BAY, WI 54311 / 160 N ELLIS AVE.,PESHTIGO,WI 54157,05/01/2024,ONGOING,INV REL,INSURANCE,PARTNER/AGENT,90%*POPPLE RIVER HOLDINGS, LLC,9277 MORGAN LAKE FENCE, WISCONSIN 54120,04/2026,ONGOING,OWNER/MEMBER, ONGOING,REAL ESTATE - RENTAL,INV REL,DURING TRD/HRS,1%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-28 |
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