Legislative Efforts

Bills And Resolutions

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Assembly Bill 482

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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Lobbying Principals

Principal Name Notified Date Communication Date Comments Supporting Documentation  
AARP Notified Date 11/21/2019 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
11/21/2019

Alzheimer's Association Notified Date 10/2/2019 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
10/2/2019

Greater Wisconsin Agency on Aging Resources Notified Date 11/14/2019 Communication Date N/A Comments   Supporting Documentation  
Other
Report Date
11/14/2019

NAIFA-Wisconsin, Inc Notified Date 9/30/2019 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
9/30/2019

Professional Insurance Agents of Wisconsin Notified Date 11/11/2019 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
11/11/2019

State Bar of Wisconsin Notified Date 10/1/2019 Communication Date N/A Comments   Supporting Documentation  
Against
Report Date
10/1/2019

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.
Thrivent Financial for Lutherans Notified Date 12/9/2019 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
12/9/2019

Wisconsin Bankers Association Notified Date 9/27/2019 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
9/27/2019

Wisconsin Mortgage Bankers Association Notified Date 1/24/2020 Communication Date N/A Comments   Supporting Documentation  
For
Report Date
1/24/2020

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
44.00
2020
January - June
73.00
2020
July - December
Total 117.00
AARP 2019
January - June
2019
July - December
2020
January - June
8.00
2020
July - December
Total 8.00
Greater Wisconsin Agency on Aging Resources 2019
January - June
2019
July - December
1.00
2020
January - June
2020
July - December
Total 1.00
NAIFA-Wisconsin, Inc 2019
January - June
2019
July - December
2020
January - June
20.00
2020
July - December
Total 20.00
Thrivent Financial for Lutherans 2019
January - June
2019
July - December
6.00
2020
January - June
12.00
2020
July - December
Total 18.00
Wisconsin Bankers Association 2019
January - June
2019
July - December
37.00
2020
January - June
33.00
2020
July - December
Total 70.00