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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-12-16
FL RA APPROVED 2017-05-03
WI RA APPROVED 2017-02-10
  • ND RA
    APPROVED
    Since 2024-12-16
  • FL RA
    APPROVED
    Since 2017-05-03
  • WI RA
    APPROVED
    Since 2017-02-10

Branch Locations

784 Summit Ave, Oconomowoc, WI 53066 • United States

Sauk City, WI • United States

210 E. Main St., Reedsburg, WI 53959 • 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
New York Life Insurance Company Madison WI 09/2010 Present
Nylife Securities Llc Madison WI 03/2011 Present
Integrity Wealth & Financial, Llc Sauk City WI 01/2014 12/2016
Packerland Brokerage Services Green Bay WI 12/2016 Present
  • 09/2010 → Present
    New York Life Insurance Company
    Madison, WI
  • 03/2011 → Present
    Nylife Securities Llc
    Madison, WI
  • 01/2014 → 12/2016
    Integrity Wealth & Financial, Llc
    Sauk City, WI
  • 12/2016 → Present
    Packerland Brokerage Services
    Green Bay, WI
Other Businesses

INTEGRITY WEALTH FINANCIAL 8671 County Road V Sauk City WI, 53583 TITLE: AGENT DUTIES: LIFE, DISABILITY, FIXED ANNUITIES, AND LTC HOURS DEVOTED: 10 HOURS, 4 HOURS DURING SECURITY TRADING HOURS WISCONSIN WEIGH IN CLUB TITLE: VICE PRESIDENT DUTIES: HELP WITH DECISION, PROMOTE WRESTLING, START TRAINING SITE HOURS DEVOTED: 3 HOURS, 1 DURING SECURITY TRADING HOURS START DATE: 12/27/2016 NON INVESTMENT OR INSURANCE RELATED START DATE: 12/27/2016 INVESTMENT AND INSURANCE RELATED SAUK PRAIRIE SPORTS BOOSTERS PRESIDENT RUN MEETINGS AND HELP WITH FINDING DONATIONS ANNUALLY THROUGH FUND RAISER EVENTS NON-INVESTMENT RELATED ASP FINANCIAL FINANCIAL/INSURANCE AGENCY; LIFE INS, HEALTH INS, LTC, DISABILITY INS, AND FIXED/INDEXED ANNUITY SALES 210 E MAIN STREET REEDSBURG, WI 53959 SNYDER ET LLC MEMBER/FAMILY OWNED BUSINESS E4907 TIMBERLINE DR. SPRING GREEN, WI 53588 NON-INVESTMENT RELATED 10 HOURS/MONTH, WEEKENDS ONLY SAUK PRAIRIE REBELS BASEBALL, INC YOUTH BASEBALL ORGANIZATION-DUTIES INCLUDE HELPING AS ONE OF THE DIRECTORS IN THE EVENINGS AND ON SATURDAYS. NON-INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-10
S63 Uniform Securities Agent State Law Examination 2011-05-16
  • S65 Uniform Investment Adviser Law Examination
    2017-02-10
  • S63 Uniform Securities Agent State Law Examination
    2011-05-16

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