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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-12-16 |
| FL | RA | APPROVED | 2017-05-03 |
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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