Eric James Pelnar

Current Employers

Employment History

• 03/2008 → 10/2017
  Sii Investments
  Green Bay, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Green Bay, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Green Bay, WI

Previous Registrations

• 2017-10-31 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Green Bay, WI
  Naples, FL
• 2008-03-05 → 2017-11-01
  Sii Investments, Inc.
  Green Bay, WI

Other Businesses

1) FIXED INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/31/2017 ADDRESS: 3000 Riverside Dr Ste 150, Green Bay WI 54301, United States DESCRIPTION: Evaluate insurance needs for clients and recommend appropriate insurance to mitigate the risks. Act as agent for multiple insurance companies in applying for coverage and assisting throughout the application process to put insurance in force. Review existing coverage and continue to evaluate insurance needs for clients on an ongoing basis. 2) LANDLORD/REAL ESTATE OWNER POSITION: Owner/Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2015 ADDRESS: 878 Lincoln Castle Court, Green Bay WI 54313, United States DESCRIPTION: Maintain residential duplex property, pay taxes, pay mortgage, accept and manage renters by signing lease agreements and collecting rents. Property address is at 1802-1806 Frank Street Green Bay, WI 54304. 3) NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2009 ADDRESS: 3000 Riverside Dr Ste 150, Green Bay WI 54301, United States DESCRIPTION: Notarize Documents only when a notary public witness/signature is required. 4) BOARD MEMBER - ESTATE PLANNING COUNCIL OF N.E.W. POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: P.O. Box 114, Green Bay WI 54305, United States DESCRIPTION: Assist organization in providing continuing education to the membership of the Estate Planning Council of Northeast Wisconsin as a board memeber. I help obtain speakers to present to the council membership as well as submit the CE hours following the seminars. I also chair an annual networking event and secure sponsorships for the council. 5) PELNAR PROPERTIES, LLC POSITION: Owner-Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2016 ADDRESS: 3000 Riverside Dr Ste 160, Green Bay WI 54301, United States DESCRIPTION: Owner/Manager of entity which owns and operates commercial office building. Responsible for managing property, managing & paying employees, paying taxes, paying mortgage, accepting & managing tenant leases, collecting rents and paying all other business related expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-09

Designations

Other Names

• Eric J Pelnar