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200 W. Warren St., Tomah, WI 54660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifepro Asset Management, Llc | San Diego | CA | 11/2019 | 01/2025 |
| Store Capital, Inc | Scottsdale | AZ | 04/2016 | 10/2019 |
| Integrity Advisory Solutions | Phoenix | AZ | 03/2025 | 06/2025 |
| Benchmark Electronics, Inc | Tempe | AZ | 02/2022 | 04/2025 |
| Financial Gravity Family Office Services, Llc | Phoenix | AZ | 07/2025 | 08/2025 |
| Wealthpro Group, Llc. | Phoenix | AZ | 10/2016 | 08/2025 |
| Secure Investment Management Llc | Phoenix | AZ | 08/2025 | 04/2026 |
| Mbe Wealth Management, Llc | Chandler | AZ | 07/2026 | Present |
| Tlg Advisors Inc. | Phoenix | AZ | 05/2026 | 06/2026 |
1) Monson Planning; Not investment-related; Phoenix, AZ 85048; Financial estate planning and tax strategy consulting; Advisor; Legacy planning designed to reduce lifetime tax burden, aligned with individual client values; Approx. 10% of time per month. 2) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
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