Kaleb Nathaniel Widmier

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-07-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wealth Partners Financial Services	Mequon	WI	06/2015	02/2018
Valmark Securities, Inc	Akron	OH	06/2015	02/2018
Valmark Advisers, Inc	Akron	OH	04/2017	02/2018
Allstate Financial Services/Allstate Financial Advisors Llc	Brookfield	WI	07/2018	03/2023
Unemployed	Fredonia	WI	03/2018	06/2018
J.P. Morgan Securities Llc	Glendale	WI	06/2023	Present
Jp Morgan Chase Bank, N.A.	Glendale	WI	06/2023	Present
Widmier Insurance & Financial Services/Kaleb Widmier Allstate	West Allis	WI	04/2019	03/2023
Seek Careers/Staffing, Inc	Grafton	WI	04/2023	04/2023
Unemployed	Fredonia	WI	05/2023	05/2023
Kaleb Widmier Allstate	West Allis	WI	07/2018	04/2019

06/2015 → 02/2018

Wealth Partners Financial Services

Mequon, WI
06/2015 → 02/2018

Valmark Securities, Inc

Akron, OH
04/2017 → 02/2018

Valmark Advisers, Inc

Akron, OH
07/2018 → 03/2023

Allstate Financial Services/Allstate Financial Advisors Llc

Brookfield, WI
03/2018 → 06/2018

Unemployed

Fredonia, WI
06/2023 → Present

J.P. Morgan Securities Llc

Glendale, WI
06/2023 → Present

Jp Morgan Chase Bank, N.A.

Glendale, WI
04/2019 → 03/2023

Widmier Insurance & Financial Services/Kaleb Widmier Allstate

West Allis, WI
04/2023 → 04/2023

Seek Careers/Staffing, Inc

Grafton, WI
05/2023 → 05/2023

Unemployed

Fredonia, WI
07/2018 → 04/2019

Kaleb Widmier Allstate

West Allis, WI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-04

Other Firms