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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guy D Electric | Pleasant Prairie | WI | 09/2009 | Present |
Name of business: The Schaeffer Financial Group, LLC Investment related: Yes Address: Same as branch Nature of business: Insurance Position/title/relationship: Independent insurance agent Start date: 8/26/14 # Hours spent on this activity/month: 10 # Hours spent on this activity/month during trading hours (if different): Description of duties: Sells and services Life, Annuities, Health insurance Name of business: The Schaeffer Financial Group, LLC Investment Related: Yes Address: Same as branch Nature of business: Insurance Position/Title/Relationship: Independend Insurance Agent Start date: 7/10/17 # Hours spent on this activity/month: 0 # Hours spent on this activity/month during trading hours (if different): 4 Description of duties: Sells and services Equity Indexed Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-10 |
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