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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-26 |
| MN | RA | APPROVED | 2026-05-20 |
| FL | RA | APPROVED | 2024-10-15 |
| KY | RA | APPROVED | 2024-05-23 |
| WI | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities Inc | Wausau | WI | 08/2016 | 08/2017 |
| Equity Services, Inc. | Montpelier | VT | 08/2017 | 12/2019 |
| National Life Group | Green Bay | WI | 08/2017 | 12/2019 |
| Packerland Brokerage Services | Green Bay | WI | 12/2019 | Present |
*NATIONAL LIFE. INV REL. AUG 2017. DBA FOR MARKETING INS SALES. PRODUCER. 100% OF TIME. DURING TRADE HRS. *NATALIE BOYD/BOYD INSURANCE AND FINANCIAL SOLUTIONS. 1220 WESTERN AVE, MOSINEE WI 54455. INV REL. MAY 2019. INDEPENDENT HEALTH CARE AGENT FOR GROUP INS, INDIVIDUAL INS, MEDICARE NEEDS. OWNER. SELLING MEDICARE ADVANTAGE PLANS, SUPPLEMENTS, GROUP HEALTH, DENTAL, VISION. DURING TRADE HRS. MEMBER/AMMBASSADOR FOR MOSINEE CHABER OF COMMERCE ATTENDING RIBBON CUTTING CEREMONIES AND EVENTS NON-INVESTMENT RELATED Cinderella Leadership Foundation Inc 1220 Western Ave Mosinee Wi, 54455 Non profit organization. 501c3 5 hours a month maximium founder with new board members. Awarding scholarships for girls who can't afford to enter pageant and a college scholarship to a female who is going into business through fundraising. Non-investment related USOA Ms. Wisconsin 2026 807 County Rd U Apartment 1 Wrightstown WI, 54180 Appearances once a month minimum, serving as an ambassador for the nationals USOA pageant system Non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-01 |
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