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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kearney Assoc.INc. | Lodi | WI | 11/1981 | Present |
| Kearney Tax & Financial Services | Waunakee | WI | 01/1999 | Present |
| Coordinated Capital Securities, Inc. | Waunakee | WI | 04/1999 | Present |
NAME OF BUSINESS: KEARNEY TAX AND FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: 1/1/1999 # HOURS SPENT ON THIS ACTIVITY / MONTH: 10 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: SELLS AND SERVICES FIXED INSURANCE AND ANNUITIES NAME OF BUSINESS: KEARNEY TAX AND FINANCIAL SERVICES INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH OFFICE NATURE OF BUSINESS: TAX SERVICES AND ACCOUNTING POSITION/TITLE/RELATIONSHIP: ACCOUNTANT START DATE: 1/1/1999 # HOURS SPENT ON THIS ACTIVITY / MONTH: 160 # HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT): DESCRIPTION OF DUTIES: PREPARES TAXES AND DOES ACCOUNTING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-19 |
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