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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 | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement & Investment Solutions, Inc | Shawnee | KS | 08/2006 | Present |
| Charles Weber, Cpa Pa | Shawnee | KS | 01/2011 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 11/2021 |
| Packerland Brokerage Services | Green Bay | WI | 03/2023 | Present |
1.RETIREMENT AND INVESTMENT ADVISORS, INC, SAME AS OFFICE ADDRESS, FIXED INSURANCE AND FINANCIAL SERVICES, 40HR+/WK, COMMISSIONS. 2. CHARLES W WEBER CPA PA, SAME AS OFFICE ADDRESS, START 03/01/11, TAX RETURN PREPARATION, OWNER. 3. NAME OF OTHER BUSINESS: RETIREMENT & INVESTMENT SOLUTIONS, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL & TAX SERVICES; START DATE: 05/2007; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / CFP; APX NUMBER OF HOURS PER WEEK: 20-25; APX NUMBER OF HOURS DURING TRADING HOURS: 20-25; BRIEF DESCRIPTION OF DUTIES: FINANCIAL & TAX SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-01 |
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