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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-06-26 |
| TX | RA | APPROVED_RES | 2023-05-30 |
| WI | RA | APPROVED | 2019-07-15 |
Branch Locations
227501 Rib Mountain Dr, Wausau, WI 54401 • United States
633 N Railroad Street, Eagle River, WI 54521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walser Automotive Group | White Bear Lake | MN | 08/2017 | 03/2018 |
| Unemployed | New Richmond | WI | 05/2017 | 08/2017 |
| Wells Fargo Home Mortgage | Minneapolis | MN | 09/2016 | 05/2017 |
| First Capital Management Inc. | Inver Grove Heights | MN | 06/2016 | 09/2016 |
| Haas Financial | Shoreview | MN | 03/2018 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | 12/2018 |
| Axa Advisors, Llc | New York | NY | 01/2019 | 05/2019 |
| Packerland Brokerage Services | Green Bay | WI | 07/2019 | Present |
RIPCO CREDIT UNION FIXED INSURANCE SALES LIFE INSURANCE, HEALTH INSURANCE, LTC, DISABILITY, FIXED/INDEXED ANNUITY SALES 633 N RAILROAD STREET EAGLE RIVER, WI 54521 NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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