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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-03 |
| FL | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED_RES | 2026-03-23 |
Branch Locations
6905 Green Bay Road Suite 106, Kenosha, WI 53142-5314 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Kenosha | WI | 11/1993 | 02/2018 |
| Johnson Bank | Kenosha | WI | 08/2004 | 02/2026 |
| Lpl Financial Llc | Kenosha | WI | 02/2018 | 03/2026 |
| Ameriprise Financial Services Llc | Kenosha | WI | 03/2026 | Present |
Board of Directors; Kenosha Country Club Charitable Board; Board Member; 500 13th Ave, , Kenosha , WI, 53142; Not Investment-Related; 10/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-06 |
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