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525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | Madison | WI | 02/2015 | 12/2019 |
| Value Line | New York | NY | 08/2019 | 10/2019 |
| The Insurance Group | Verona | WI | 12/2019 | Present |
| Woodbury Financial Services Inc | Fitchburg | WI | 10/2021 | 11/2022 |
| Wullschleger Group Llc | Verona | WI | 03/2023 | Present |
| Wullschleger Group Llc | Verona | WI | 05/2023 | Present |
1) NAME OF OTHER BUSINESS: The Insurance Group; INVESTMENT RELATED: NO ADDRESS: 525 Junction Rd Suite 6500, Madison, WI 53717; NATURE OF BUSINESS: Insurance Brokerage; START DATE: 04/2017 ; POSITION/TITLE/RELATIONSHIP: Independent insurance agent APX NUMBER OF HOURS PER MONTH: 80 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: Insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-31 |
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