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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Corp | Green Bay | WI | 04/2020 | 11/2021 |
| Uw Green Bay | Green Bay | WI | 09/2017 | 12/2021 |
| Kohler Company | Kohler | WI | 06/2018 | 01/2019 |
| Schwarz's Supper Club | New Holstein | WI | 08/2013 | 09/2017 |
| Calumet Feeds And Supply | New Holstein | WI | 08/2013 | 09/2017 |
| New Holstein Schools | New Holstein | WI | 09/2011 | 06/2017 |
| Packerland Brokerage Services | Green Bay | WI | 12/2021 | 06/2025 |
| Packerland Brokerage Services | Green Bay | WI | 06/2025 | Present |
(1) Kiel Chamber of Commerce Board Member - Start date February 2026 Not investment Related 510 3rd Street Kiel WI, 53042 United States Email: kielchamber@gmail.com I devote roughly 1 hour per month to the chamber. As a board member, I a part of committees for community events. We also brainstorm ways to increase business for local businesses. (2) Riester Financial Services Life Insurance, Long Term Care Insurance Currently 0 hours per week - At Riesterer Financial, I am currently able to provide Life Insurance and will be able to provide LTC for clients in the future. Start date January 1, 2026 505 Hwy 67, Kiel WI 53042 920-894-7832 cbeck@rfsadvisors.net Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-15 |
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