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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services | Green Bay | WI | 05/2014 | Present |
| Srs Llc | Greenbay | WI | 05/2013 | Present |
1. SECURE RETIREMENT SOLUTIONS LLC; 611 PACKERLAND DRIVE, GREEN BAY WI 54304; DBA FOR FIXED INSURANCE AND SECURITIES BUSINESS; COMPLETE APPLICATIONS, PROCEDURES AND MARKETING MATERIAL FOR THE GROUP OF AGENTS UNDER SECURE RETIREMENT SOLUTIONS; 05/01/2013; MEMBER OF SECURE RETIREMENT SOLUTIONS; 160 HOURS PER MONTH;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-18 |
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