Patrick John Gall

Current Employers

Employment History

• 04/2006 → 01/2022
  New York Life
  Marshfield, WI
• 04/2006 → 01/2022
  Nylife Securities
  Marshfield, WI
• 01/2022 → Present
  Retirement Wealth Solutions
  Marshfield, WI
• 09/2011 → 01/2022
  Eagle Strategies Llc
  Marshfiled, WI

Previous Registrations

• 2011-09-20 → 2022-01-26
  Eagle Strategies Llc
  Marshfield, WI

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 09/2009; DBA RETIREMENT WEALTH SOLUTIONS] [ODC Foundation Inc; I serve on the ODC Inc board as another OBA. Recently they formed a separate non profit, ODC Foundation Inc to oversee the new foundation that they have established.; 1191 Huntington Ave, Wisconsin Rapids, WI 54494; Start Date 06/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Give guidance to the ODC officers and discuss matters involving the ODC Foundation] Marshfield Clinic Health System YMCA; Not investment related; Board member; Marshfield, Wisconsin; Start Date 04/2024; Role Title: Board Member; 0 hours per month during trading hours; Approximately 2 hours per month donating time during non trading hours. [Precious Metals and Miners Speculative Fund, LP; This is a private placement in a limited partnership; 1111 Deming Way, Ste 103, Madison, WI 53717-2904; Start Date 08/2020; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Policy Confluence Inc; This is a private placement in a limited partnership. Passive investment in a private placement. Policy Confluence Inc; 8001 Terrace Ave Suite 201, Middleton WI 53562; Start Date 08/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Designations