Chase Anthony Vande Yacht

Current Employers

Employment History

• 10/2012 → 10/2017
  Tax Management Services/Sii Investments
  Depere, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Depere, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wrightstown, WI

Previous Registrations

• 2017-10-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  De Pere, WI
  Green Bay, WI
  Ashwaubenon, WI
  Wrightstown, WI
• 2011-06-27 → 2017-10-26
  Sii Investments, Inc.
  Appleton, WI
  Appleton, WI
  Depere, WI
  Green Bay, WI

Other Businesses

1. TAX MANAGEMENT SERVICES, INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 11/02/2012 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Owner duties of the business to keep everything running and tax preparer during the tax season. More time is spent during the tax season than any other time of year. Helps better plan for my clients retirement and during income distribution when you can assist with tax planning. Business planning throughout the year to continue our growth and hire employees 2. FIRST TEE OF NORTHEAST WISCONSIN POSITION: Board member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2017 ADDRESS: PO Box 28555, Green Bay WI 54324, United States DESCRIPTION: Help build and grow the First Tee of Northeast Wisconsin Chapter. Build on their core values. 3. TAX MANAGEMENT SERVICES, INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 11/02/2012 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Owner duties of the business to keep everything running and tax preparer during the tax season. More time is spent during the tax season than any other time of year.Helps better plan for my clients retirement and during income distribution when you can assist with tax planning. Business planning throughout the year to continue our growth and hire employees 5. TENACITY ADVISORY GROUP, INC POSITION: Partner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Offering Investment education and training to affiliated advisors. Help build and maintain TAG proprietary investment models. 6. TMS INVESTMENT PROPERTIES LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/03/2020 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Rental Management Duties 7. TMS INSURANCE HOLDINGS LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2020 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: None 8. TMS FINANCIAL GROUP INC POSITION: Insurance Agent NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 11/02/2012 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Insurance Consultant- Provide various fixed insurance based solutions to our clients when needed. It becomes part of the financial plan for our clients.. 9) SALVATION ARMY FINANCE COMMITTEE POSITION: Committee Member NATURE: 501C3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2021 ADDRESS: 626 Union Ct, Green Bay WI 54303 DESCRIPTION: Review financials with rest of team to assist board in making decisions and that the local chapter is financially sound. 10) THREE KINGS CAPITAL LLC POSITION: Member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/04/2023 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Rental Management, Landlord 11) TAGWAY LLC POSITION: Partner NATURE: SCORP LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 109 E Badger St, Waupaca WI 54981 DESCRIPTION: Silent Member 12) COMPASS ROSE INVESTMENTS, INC POSITION: Shareholder NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 879 Forest Ave, Fon Du Lac WI 54935 DESCRIPTION: Silent Shareholder

Exams

• S66 Uniform Combined State Law Examination
  2011-06-24