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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-08-07
  • WI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 08/2017
    Metlife Securities
    De Pere, WI
  • 07/2016 → 08/2017
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 08/2017
    De Pere, WI
  • 08/2017 → Present
    Green Bay, WI
  • 08/2017 → Present
    National Life Group
    Green Bay, WI
Previous Registrations
  • 2017-03-25 → 2017-08-10
    Peshtigo, WI
    De Pere, WI
  • 2014-10-28 → 2017-03-25
    Msi Financial Services, Inc.
    De Pere, WI
    Peshtigo, WI
Other Businesses

*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%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-21
S63 Uniform Securities Agent State Law Examination 2010-12-28
  • S65 Uniform Investment Adviser Law Examination
    2014-10-21
  • S63 Uniform Securities Agent State Law Examination
    2010-12-28
Other Names
  • Eddie Bruno Degeneffe

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