Legislative Efforts
Bills And Resolutions
Principals do not report on the budget under the bill number, but by Budget Bill Subjects as published by the Legislative Fiscal Bureau. You can search for Budget Bill Subjects on the What Are They Lobbying About page.
Senate Bill 428
Relating To: Relating to: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
Bill Text and History
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Bill Text and History
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Lobbying Principals
Print| Principal Name | Notified Date | Communication Date | Comments | Supporting Documentation | |
|---|---|---|---|---|---|
| AARP | Notified Date 1/16/2020 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date1/16/2020 |
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| Alzheimer's Association | Notified Date 9/19/2019 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date9/19/2019 |
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| Greater Wisconsin Agency on Aging Resources | Notified Date 1/21/2020 | Communication Date N/A | Comments | Supporting Documentation | Position Info |
|
Other
Report Date1/21/2020 Comments GWAAR supports efforts to prevent elder abuse, but is concerned the current proposal could interfere with general banking transactions and recognition/acceptance of a client's valid power of attorney document. |
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| NAIFA-Wisconsin, Inc | Notified Date 9/26/2019 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date9/26/2019 |
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| National Association of Social Workers - Wisconsin Chapter | Notified Date 12/24/2019 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date12/24/2019 |
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| Professional Insurance Agents of Wisconsin | Notified Date 11/11/2019 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date11/11/2019 |
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| State Bar of Wisconsin | Notified Date 9/18/2019 | Communication Date N/A | Comments | Supporting Documentation | Position Info |
|
Against
Report Date9/18/2019 Comments Elder Law Board voted to oppose current draft. Elder Law supports the goal of preventing elder abuse, but the proposal could interfere with general banking transactions and refusals to accept a client's valid power of attorney document. |
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| Thrivent Financial for Lutherans | Notified Date 12/9/2019 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date12/9/2019 |
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| Wisconsin Bankers Association | Notified Date 9/27/2019 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date9/27/2019 |
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| Wisconsin Mortgage Bankers Association | Notified Date 1/24/2020 | Communication Date N/A | Comments | Supporting Documentation | |
|
For
Report Date1/24/2020 |
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Lobbying Efforts
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total | |
|---|---|---|---|---|---|
| Total Hours Of Effort On This Matter | 2019 January - June |
2019 July - December 53.00 |
2020 January - June 37.00 |
2020 July - December |
Total 90.00 |
| Alzheimer's Association | 2019 January - June |
2019 July - December |
2020 January - June 4.00 |
2020 July - December |
Total 4.00 |
| NAIFA-Wisconsin, Inc | 2019 January - June |
2019 July - December 13.00 |
2020 January - June |
2020 July - December |
Total 13.00 |
| Thrivent Financial for Lutherans | 2019 January - June |
2019 July - December 3.00 |
2020 January - June |
2020 July - December |
Total 3.00 |
| Wisconsin Bankers Association | 2019 January - June |
2019 July - December 37.00 |
2020 January - June 33.00 |
2020 July - December |
Total 70.00 |