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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 |
|---|---|---|---|---|
| Metropolitan Life Ins Co | Milwaukee | WI | 01/2006 | 08/2017 |
| Metlife Securities, Inc | Milwaukee | WI | 01/2006 | 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 SALE OF FUNERAL TRUSTS/TYLER DEGENEFFE, 160 NORTH ELLIS AVE, PESHTIGO, WI 54157, NON-INVESTMENT RELATED , REPRESENTATIVE, EFFECTIVE 8/2017, LESS THAN 1 HOUR PER WEEK DURING NORMAL BUSINESS HOURS. *WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311. DBA NAME FOR MARKETING PURPOSES. 06/30/2026. INV REL. DURING TRADE HRS*WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311. 06/30/2026. INV REL. SELLING LIFE INS THROUGH CORNERSTONE. AGENT. SELL LIFE INS AND LTC PRODUCTS NOT OFFERED THROUGH NATIONAL LIFE. DURING TRADE HRS*E&T PROPERTIES 1,LLC,160 NORTH ELLIS AVE., PESHTIGO,WI 54157,INV REL,ONGING,DURING TRD/HRS, 08/01/2019,REALESTATE,OWNER/MEMBER,OFFICE BUILDING/RENTAL,LESS 1HR/WK*E&T PROPERTIES 2,LLC,1500 RIVER PINES DRIVE,GREEN BAY,WI 54311,INV REL,DURING TRD/HRS,ONGOING,04/01/2022,REALESTATE,OWNER/MEMBER,OFFICE BUILDING/RENTAL,LESS 1HR/WK*WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE,GREEN BAY,WI 54311,06/30/2026,ONGOING,INSURANCE WITH WEALTHVEST MARKETING INC,AGENT,INV REL,DURING TRD/HRS,1%*CRUMP INSURANCE, 1500 RIVER PINES DR., GREEN BAY, WI 54311, ONGOING, 03/15/2023,INSURANCE,AGENT,DURING TRD/HRS,1 HR/MTH*WEALTHPOINT FINANCIAL,1500 RIVER PINES DRIVE,GREEN BAY, WI 54311/160 N ELLIS AVE,PESHTIGO,WI 54157,05/01/2024,ONGOING,INSURANCE,PARTNER/AGENT,DURING TRD/HRS,90%*GRACE,GREEN BAY AREA CATHOLIC EDUCATION SCHOOL SYSTEM,3300 DELAHAUT STREET,GREEN BAY, WI 54301 -05/10/2024,NOT INV REL,NOT DURING TRD/HRS,ONGOING,FINANCE COMMITEE MEMBER, 1/2 HRS/MTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
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