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Current Employers
Ronald L Perkins Dba Perkins Financial

2514 Homestead Road, Madison, WI 53711 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-08-12
  • WI RA
    APPROVED
    Since 2019-08-12

Branch Locations

2514 Homestead Road, Madison, WI 53711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perkins Financial, Ltd Madison WI 10/2005 03/2022
Ronald L Perkins Dba Perkins Financial Madison WI 03/2022 Present
Previous Registrations
  • 2005-08-30 → 2019-06-03
    Capital Financial Services, Inc.
    Madison, WI
    Minot, ND
    Madison, WI
Other Businesses

FIXED BUSINESS THROUGH VARIOUS INSURANCE COMPANIES; SALE OF LIFE INSURANCE, HEALTH INSURANCE, LEGAL EXPENSE INSURANCE, FIXED ANNUITIES, AND VOLUNTARY EMPLOYEE BENEFITS. PERKINS BENEFIT SOLUTIONS, LLC NOT INVESTMENT RELATED 2514 Homestead Road Madison, WI 53711 NATURE BENEFIT SALES AND CONSULTING OWNER START DATE 08/22/2011. 0 HRS DEVOTED PER MONTH WITH 0 HRS DURING SECURITIES TRADING HOURS. DUTIES MANAGERIAL President of the Immanuel Lutheran Church Endowment Foundation, Inc 1 hrs per month. DBA: PERKINS FINANCIAL LTD Started in 1/1/2005. Ronald L Perkins DBA started in 2022 3/1/2022.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-14
  • S63 Uniform Securities Agent State Law Examination
    1983-01-14
Other Names
  • Perk Perkins

View on SEC IAPD

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