NAIFA-Wisconsin, Inc

Registered Principal Details

Business Or Interest:
Insurance Agents and Financial Advisors registered in the state of Wisconsin.

Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors, as well as their clients. This may include budget/tax areas relating to these industries. Long-term care, health insurance and retirement planning are additional issues that would be of interest to us.

CEO Name:
Julie Phillips

Contact
JP
Julie Phillips
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x8420
info@naifawisconsin.org
http://www.naifawisconsin.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
George Ermert Exclusive Duties No Authorized On 3/31/2025 Withdrawn On N/A

Lobbying Interests

No lobbying interests found.

Total Lobbying Effort

  2025
January - June
Total
Total Lobbying Expenditures 2025
January - June
$22,999.98
Total $22,999.98
Total Hours Communicating 2025
January - June
0.00
Total 0.00
Total Hours Other 2025
January - June
0.00
Total 0.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

No legislative bills/resolutions found.

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

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2025
January - June
2025
July - December
2026
January - June
2026
July - December
Total
2025
January - June
10%
2025
July - December
2026
January - June
2026
July - December
Total < 1%

Other Matters

Includes time spent on:

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

Other Matters
2025
January - June
2025
July - December
2026
January - June
2026
July - December
Total
2025
January - June
90%
2025
July - December
2026
January - June
2026
July - December
Total < 1%

Filed Statements of Lobbying Activity and Expenditures