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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1991-02-06 |
Branch Locations
1250 Femrite Dr. Suite 102, Monona, WI 53716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyer Financial Services | Madison | WI | 01/1988 | Present |
| Coordinated Capital Securities, Inc. | Madison | WI | 02/1991 | Present |
NAME OF BUSINESS: MEYER FINANCIAL, 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 LONG TERM CARE INSURANCE AND FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-27 |
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