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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-24 |
| MN | RA | APPROVED | 2026-07-22 |
| IL | RA | APPROVED | 2026-01-20 |
| CA | RA | APPROVED | 2018-08-08 |
| TX | RA | APPROVED_RES | 2018-04-18 |
| WI | RA | APPROVED | 2014-12-16 |
Branch Locations
6405 Century Ave Suite 103, Middleton, WI 53562 • United States
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
6405 Century Ave Suite 103, Middleton, WI 53562 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Kansas City Life | Kansas City | MO | 05/2006 | Present |
| Financial Partners Of Wi. Llc | Middleton | WI | 05/2006 | Present |
| Packerland Brokerage Services | Green Bay | WI | 12/2014 | Present |
FINANCIAL PARTNERS OF WI, LLC 6405 CENTURY AVE, SUITE 103 MIDDLETON, WI 53562 TITLE: PRESIDENT DUTIES: INSURANCE SALES, LONG TERM CARE, FIXED ANNUITIES, AND INVESTMENTS HOURS DEVOTED: 40 HOURS A WEEK START DATE: 5/2006 INSURANCE AND INVESTMENT RELATED HOURS DEVOTED: 2 HOURS A WEEK START DATE: 7/2001 NON INVESTMENT OR INSURANCE RELATED 2) SIA BROKERAGE 1730 BURNT BOAT DR BISMARK, ND 58503 TITLE: ADVISOR DUTIES: LONG TERM SALES HOURS DEVOTED: 10 HOURS A WEEK START DATE: 12/2012 NON INVESTMENT, BUT IS INSURANCE RELATED 3)HIGHLAND CAPITAL BROKERAGE MILWAUKEE BRANCH 12700 W BLUEMOND RD ELM GROVE, WI 53122 TITLE: ADVISOR DUTIES: INSURANCE SALES, LONG TERM CARE, DISABILITY, INDEXED ANNUITIES HOURS DEVOTED: 10 HOURS A WEEK START DATE: 05/2006 INVESTMENT AND INSURANCE RELATED 4)KANSAS CITY LIFE 3520 BROADWAY KANSAS CITY, MO 64111 TITLE: GENERAL AGENT DUTIES: INSURANCE SALES, FIXED ANNUITIES HOURS DEVOTED: 20 HOURS A WEEK START DATE: 05/2006 INVESTMENT AND INSURANCE RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-11 |
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