professional profile
Patrick N Stoa, CFP
Overview
Patrick N Stoa is an insurance agent and an investment adviser representative based in Green Bay, WI, with 30 years in the industry.
- Years in the industry
- 30
- States licensed
- 2
- States registered
- 2
- Carrier appointments
- 12
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 2 states
- Registered in 2 states
2 lines of authority, with every state and its dates
Firms
- Macco Financial Group, Inc.Current firm
- Macco Financial Group Inc.Current firm
Employment history since 2015
Carriers
12 active carrier appointments
Book and practice
Firm assets under management on file
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