Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-29 |
| GA | RA | APPROVED | 2018-07-18 |
| MN | RA | APPROVED | 2018-06-27 |
| CO | RA | APPROVED | 2018-05-18 |
| IL | RA | APPROVED | 2018-05-17 |
| CA | RA | APPROVED | 2018-04-27 |
| WI | RA | APPROVED | 2018-04-27 |
Branch Locations
432 Security Blvd. Ste. 101, Green Bay, WI 54313 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co., Inc. | Green Bay | WI | 04/2006 | 04/2018 |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 04/2018 | Present |
GREEN SAULNIER FAMILY IRREVOCABLE TRUST JOLA GODWOD TRUSTEE 3843 CHARLEVOIX COURT GREEN BAY, WI 54311 NON-SECURITIES RELATED RENT COLLECTION ON HOME START OF ACTIVITY: 2/3/2021 TOTAL HOURS: 4 HOURS ANNUALLY ANNUAL COMPENSATION: $350 Green Saulnier Family Irrevocable Trust dtd 3/12/21 Collect rent on H Street House in Coronado CA - currently summer months -July -September . Grantors are my husbands' aunt/uncle in Coronado CA. They currently live in the house after selling their primary residence, but rent it out for 3 months and started this in 2022. Address is: 527 H Avenue, Coronado CA . Total hours 3-4 hours. I have no ownership to the monies or property. The attorney who facilitated the writing of the Trust has indicated that I can pay myself $30.00 an hour for my work. I also have to issue a K-1 to the two beneficiaries and can distribute a portion of the monies to them after paying the expenses. Non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-09 |
Reach out to this advisor