PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Free ERISA search
Documentation
Filter catalog
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
TRACY KLEIST

Welfare broker

TRACY KLEIST

Mailing address (most recent filing)

COTTINGHAM AND BUTLER

2109A E CAPITAL DR STE 12

APPLETON, WI 54911

Total comp: $6K
Commissions: $6K
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for TRACY KLEIST.

No sponsors where TRACY KLEIST is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Free ERISA search
Documentation
Filter catalog
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
TRACY KLEIST

Welfare broker

TRACY KLEIST

Mailing address (most recent filing)

COTTINGHAM AND BUTLER

2109A E CAPITAL DR STE 12

APPLETON, WI 54911

Total comp: $6K
Commissions: $6K
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for TRACY KLEIST.

No sponsors where TRACY KLEIST is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Free ERISA search
Documentation
Filter catalog
Glossary

Company

About
Contact
Privacy
Terms