DEPARTMENT OF INSURANCE
Course Attendance Information
PR00126: College for Financial Planning
Experior Provider Number: S10274 
Provider Type: Independent
Certification Date: 9/4/1991

Address: 332 Front Street Soute
Suite 501
La Crosse, WI 54601
Contact: Lisa Goyette
Telephone: 608-779-5599 EXT. 2147
Status: Active
Termination Date: N/A
View Instructors

Course Attendees
Course Name :  APMA1: Accredited Portfolio Management Advisor
DOI IDNameCompletion Date Compliance Date
929442 Phillips, Lanah Marie 12/15/2020 02/28/2021
600799 Burress, Cheryl Annette 10/30/2020 07/31/2022
310647 Smith, John W 07/27/2020 02/28/2022
991414 Litmer, Jonathan Robert 04/26/2020 02/28/2021
805684 Yartz, Courtney John-Claud 03/11/2020 08/31/2021
536730 Greenwell, Heath B 03/05/2020 08/31/2021
987736 Backers, Raymond Martin 08/05/2019 04/30/2020
880499 Abney, Trisha 06/24/2019 02/29/2020
656495 Osborne, Scott Anthony 05/14/2019 09/30/2020
869831 Jarrell, Jeb Austin 01/25/2019 10/31/2019
632260 Poulos, Matthew Kerry 04/30/2018 03/31/2019
898700 Lyttle, Stephanie 07/20/2017 07/31/2017
306293 Saunders, Michael Perry 06/20/2017 05/31/2019
812638 Smith, Jonathan Patrick 06/09/2017 03/31/2018
638851 Gersh, Wesley Alan 05/19/2017 06/30/2018
392239 Heick, Carl William 05/08/2017 07/31/2018

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