Strong Capital Management Inc

Registered Principal Details

Business Or Interest:
Financial Institution - sales of securities.

Lobbying Interests:
Any laws, rules or practices that affect QSTP (529), investment services, financial institutions and securities, and economic development.

CEO Name:
Elizabeth Tesh (Plale)
Community & Government Relations

Contact
ET
Elizabeth Tesch
100 Heritage Reserve
Menomonee Falls, WI 53051
(414) 577-7441
(414) 577-7837
etesch@strong.com
www.strong.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Donald Stitt Exclusive Duties N/A Authorized On 2/3/2003 Withdrawn On N/A
Thomas J Springer Exclusive Duties N/A Authorized On 2/3/2003 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 209
Assembly Bill 209
relating to: allowing an individual income tax deduction for certain amounts contributed by a great-grandparent, aunt, or uncle to a college savings account or a college tuition and expenses program.

Bill Text and History

2003 Wisconsin Act 289

None
Notification Date
4/7/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 667
Assembly Bill 667
relating to: allowing an individual income tax deduction for certain amounts contributed to any section 529 college tuition program.

Bill Text and History

None
Notification Date
2/10/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 683
Assembly Bill 683
relating to: the selection of one or more financial institutions to serve as vendors of the college savings program and granting rule-making authority.

Bill Text and History

None
Notification Date
2/10/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 741
Assembly Bill 741
relating to: allowing an individual income tax deduction for certain amounts contributed to any section 529 college tuition program.

Bill Text and History

None
Notification Date
2/10/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 217
Senate Bill 217
relating to: allowing an individual income tax deduction for certain amounts contributed by a divorced or legally separated parent to his or her child's college savings account or college tuition and expenses program and limiting the deduction that may be ...

Bill Text and History

None
Notification Date
3/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 346
Senate Bill 346
relating to: allowing an individual income tax deduction for certain amounts contributed to any section 529 college tuition program.

Bill Text and History

None
Notification Date
2/10/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2004
January - June
$3,247.14
2004
July - December
$3,000.00
Total $6,247.14
Total Hours Communicating 2004
January - June
18.10
2004
July - December
0.00
Total 18.10
Total Hours Other 2004
January - June
89.25
2004
July - December
34.50
Total 123.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: allowing an individual income tax deduction for certain amounts contributed by a divorced or legally separated parent to his or her child's college savings account or college tuition and expenses program and limiting the deduction that may be claimed by a married person who files separately.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: the selection of one or more financial institutions to serve as vendors of the college savings program and granting rule-making authority.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: allowing an individual income tax deduction for certain amounts contributed to any section 529 college tuition program.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: allowing an individual income tax deduction for certain amounts contributed to any section 529 college tuition program.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: allowing an individual income tax deduction for certain amounts contributed to any section 529 college tuition program.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
31%
2004
July - December
Total 23%
relating to: allowing an individual income tax deduction for certain amounts contributed by a great-grandparent, aunt, or uncle to a college savings account or a college tuition and expenses program.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
50%
2004
July - December
Total 38%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

No topics found.

Minor Efforts

No minor efforts found.

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
15%
2004
July - December
100%
Total 36%

Filed Statements of Lobbying Activity and Expenditures