432 Security Blvd., Green Bay, WI, 54313
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brett is the owner/president of Trinity Insurance & Financial Services, selling life, health, fixed indexed annuity (FIA), fixed annuity (FA), and disability insurance (DI) policies, dedicating about 10-20% of his time. He also owns JTNL Rentals LLC and four rental homes, which is not investment-related.