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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-24 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
Onalaska, WI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Logistics Health Incorporated | La Crosse | WI | 08/2008 | 04/2018 |
| Mutual Of Omaha Investor Services | La Crosse | WI | 04/2018 | 06/2024 |
| Mutual Of Omaha Insurance Company | La Crosse | WI | 04/2018 | 06/2024 |
| Equity Services Inc | Montpelier | VT | 06/2024 | Present |
| National Life Group | Onalaska | WI | 06/2024 | Present |
*LAKESHORE FINANCIAL GROUP,834 TAHOE DRIVE,ONALASKA,WI 54650,06/20/2024,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK*NATIONAL LIFE,834 TAHOE DRIVE,ONALASKA,WI 54650,06/20/2024,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-18 |
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