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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Madison | WI | 05/2009 | Present |
NAME OF BUSINESS:THE SCHAEFFER GROUP LLC INV REL:YES ADDRESS:BRANCH OFFICE NATURE OF BUS:FIXED INS SALES POS:IND INS AGENT START DATE:05/09 # HRS SPENT/MO:80 # HRS SPENT DURING TRADING IF DIFF DESC OF DUTIES:SELLS & SERVICES FIXED INS NAME OF BUSINESS:THE SCHAEFFER GROUP LLC INV REL:YES ADDRESS: BRANCH OFFICE NATURE OF BUS:FIXED INS SALES POS: IND INS AGENT START DATE:03/2024 # HRS SPENT/MO: 5 # HRS SPENT DURING TRADING IF DIFF DESC OF DUTIES:SELLS & SERVICES EQUITY INDEXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-11 |
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