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8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-21 |
| WI | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2018-08-15 |
Branch Locations
8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eric D. Raether | Middleton | WI | 01/2011 | 08/2018 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 01/2011 | 08/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2011 | 08/2018 |
| Canopy Wealth Management | Middleton | WI | 08/2018 | Present |
MCPASD Education Foundation; Board Member; Investment Related; Location: 6907 University Ave box #243 Middleton WI 53562; Description: Charitable organization supporting students and teachers in the Middleton Cross Plains Area School District; Responsibilities Duties: Fund raising, budget tracking, scholarship awards; Start date: 2024-08-21; Hours per month devoted to business during trading hours: 1.5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Amber Kiggens-Leifheit; Website address for the organization: mcpasd.k12.wi.us/o/edfound/.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-21 |
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