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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-06-10 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Investors Corp. | Brookfield | WI | 08/2012 | 07/2017 |
| Kcd Financial Inc | Green Bay | WI | 07/2017 | Present |
WTB ASSOCIATES, INC NOT INVESTMENT RELATED 1428 KAYWOOD LANE GLENVIEW, IL 60025 TAX PREPARATION AND ACCOUNTING PRESIDENT 1988 HOURS VARY PER TAX SEASON AND CLIENT NEEDS MOSTLY EVENINGS AND WEEKEND USUALLY NOT INVOLVED DURING SECURITIES TRADING HOURS EXCEPT POSSIBLY A PHONE CALL OR TWO INSURANCE, FIXED ANNUITIES, LONG-TERM CARE 2-3 HOURS PER WEEK DURING REGULAR MARKET HOURS, ONE HOUR PER WEEK DURING NON-MARKET HOURS, COMMISSION BASED SALARY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-08 |
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