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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-02 |
| MN | RA | APPROVED | 2014-06-12 |
| WI | RA | APPROVED | 2009-07-09 |
Branch Locations
227501 Rib Mountain Dr, Wausau, WI 54401 • United States
2125 Brackett Ave, Eau Claire, WI 54701 • United States
967 Oak St., Mondovi, WI 54755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Financial Associates, Inc. | Eau Claire | WI | 03/2008 | Present |
| Packerland Brokerage Services, Inc | Green Bay | WI | 07/2009 | Present |
| Student Transit | Unknown | WI | 09/2010 | 06/2018 |
FAMILY FINANCIAL ASSOCIATES INC, 2125 Brackett Ave Ste. 5, EAU CLAIRE WI 54701, OWNER/AGENT, 10 HRS A WEEK TIME DEVOTED, START DATE 3/2004, INVESTMENT RELATED, LIFE, HEALTH, FIXED & INDEXED ANNUITIES, LTC & DI. APPT. WITH VARIOUS COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-20 |
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