John Patrick Planning Group LLP
2301 Riverside Dr Suite 2
Green Bay, WI 54301
Green Bay, WI 54301
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I Am Licensed and Registered as Follows:
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Insurance Agent
- I am a licensed insurance agent and am authorized to represent various companies as I offer, sell and service insurance products on their behalf.
- I am not an Investment Advisor Representative with Harbour Investments.
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FINRA (Financial Industry Regulation Authority) Registered Representative with Harbour Investments, Inc. 575 D’Onofrio Dr., Suite 300, Madison WI 53719. Member FINRA, SIPC.
- Series 6 Investment Company and Variable Contracts Products Representative. As defined by FINRA, this candidate may register as a company’s representative and sell mutual funds, variable annuities and insurance. Holders of the Series 6 are not permitted to sell corporate or municipal securities, direct participation programs and options.
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Insurance Agent
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Services I Provide:
- I sell insurance or investment products that have a stated commission paid to me.
- I use third party financial tools for portfolio analysis and to support various planning needs.
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Personal Conflict of Interest:
- Whether via an investment product, insurance product or advisory platform, I do receive commissions or fees on the product and services that I recommend for you. You are under no obligation to purchase these products or services. All costs will be disclosed in writing at the time of purchase.
- I do attend training and product informational meetings sponsored by investment companies, insurance companies, Harbour Investments and various other companies. I have received reimbursements for travel, meals and entertainment. Please ask me about any recent situations.
- As a complement to my practice, I do utilize various Fixed Marketing Organizations (FMO’s). Many FMO’s offer proprietary insurance products that I may recommend for your portfolio. These companies do provide training, marketing material, financial planning tools and in some cases production rewards. Please ask me about any recent assistance I have accepted.