BBB Accredited Business since
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This company offers retirement planning and insurance services.
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A BBB Accredited Business since
BBB has determined that Wisconsin Retirement Group S.C. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Wisconsin Retirement Group S.C. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW, WASHINGTON DC 20549
Phone Number: (202) 942-7040
Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office
State Bar of Wisconsin
P.O. Box 7158, Madison WI 53707-7158
Phone Number: 6082573838 8007287788 Customer Service
Type of Entity
Business ManagementMr. Alex B. Luaders, President Ms. Andrea Phillip, Director of Marketing and Client Education Ms. Jaye L. Roeming, Administrative and Operations Assistant
Retirement Planning Service Tax Return Preparation Attorneys & Lawyers Financial Planning Consultants Investment Advisory Service Investment Advice (NAICS: 523930)