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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-01-02 |
Branch Locations
926 Willard Dr Suite 244, Green Bay, WI 54304 • United States
331 E Washington St, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dreyer & Associates | Appleton | WI | 02/2013 | Present |
| Pdi Financial Group | Appleton | WI | 12/2010 | 12/2020 |
| Harbour Investments | Madison | WI | 09/2013 | Present |
| Dreyer Wealth Management Llc | Appleton | WI | 04/2016 | Present |
1) Dreyer Wealth Management – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) DWM Investments | 331 E Washington St, Appleton, WI 54911 | Owner | Description: Property Management | Beginning 11/2020 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 4) DWM Tax Planning LLC | 331 E Washington St, Appleton, WI 54911 | Owner | Description: Tax preparation and account services | Beginning 7/2026 | 10 hours per month, 10 during trading hours | Paid position | Not investment related 5) JMTE Aviation, LLC | 208 E Stratford Lane, Appleton, WI 54913 | Owner | Description: Own and maintain an airplane | Beginning 10/2021 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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