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229 S Main Street, Fort Atkinson, WI 53538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-01 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Lupo Futures Llc | Chicago | IL | 05/2016 | 08/2018 |
| Coordinated Capital Securities Inc | Madison | WI | 03/2018 | Present |
NAME OF BUSINESS: THE SCHAEFFER GROUP, LLC POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: 03/2018 HOURS/MONTH: 1 HOURS/MONTH DURING TRADING: 1 DUTIES: LIFE AND FIXED ANNUITY INSURANCE SALES NAME OF BUSINESS: THE SCHAEFFER GROUP, LLC POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT START DATE: 10/2022 HOURS/MONTH: 1-5 HOURS/MONTH DURING TRADING: 1-5 DUTIES: EQUITY INDEXED ANNUITY SALES AND SERVICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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