Gregory Bruce Schaeffer

Current Employers

Employment History

• 01/1979 → Present
  Life Inestors
  Cedar Rapids, IA
• 01/1981 → Present
  Schaeffer Insurance & Assoc
  Kenosha, WI
• 04/1982 → Present
  Norma Merz & Assoc.
  Brookfield, WI
• 09/1990 → Present
  Coordinated Capital Securities, Inc.
  Kenosha, WI
• 10/1998 → Present
  National Life Of Vermont
  Montpeller, VT
• 02/1999 → Present
  Equity Services, Inc.
  Chicago, IL

Other Businesses

NAME OF BUSINESS: THE SCHAEFFER FINANCIAL GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: # HOURS SPENT ON THIS ACTIVITY / MONTH: # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: SELLS AND SERVICES LIFE AND HEALTH INSURANCE AND FIXED ANNUITIES NAME OF BUSINESS: THE SCHAEFFER FINANCIAL GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: # HOURS SPENT ON THIS ACTIVITY / MONTH: 10 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: SELLS AND SERVICES EQUITY INDEXED ANNUITIES NAME OF BUSINESS: SCHAEFFER PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: OWNER START DATE: # HOURS SPENT ON THIS ACTIVITY / MONTH: .5 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): 0 DESCRIPTION OF DUTIES: COLLECTS RENT, MANAGES MAINTENANCE NAME OF BUSINESS: GREG SCHAEFFER INVESTMENT RELATED:YES ADDRESS: KENOSHA SCHOOL DISTRICT NATURE OF BUSINESS: SPEAKER POSITION/TITLE/RELATIONSHIP: ANNUAL SPEAKER START DATE: 06/05 # HOURS SPENT ON THIS ACTIVITY / YEAR: 5 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: CO-SPEAKER AT ANNUAL MEETING

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-12-29

Designations

Other Names

• Greg Schaeffer