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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-22 |
Branch Locations
2301 Riverside Dr Suite 2, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Patrick Planning Group | Green Bay | WI | 04/2023 | Present |
| Harbour Investments, Inc | Madison | WI | 06/2024 | Present |
| Schneider National | Green Bay | WI | 05/2008 | 04/2023 |
| Autumn'S Promise | Green Bay | WI | 05/2024 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)John Patrick Planning Group - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-21 |
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