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8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-24 |
| WI | RA | APPROVED | 2023-01-20 |
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 |
|---|---|---|---|---|
| Matthew Heckmann | Middleton | WI | 02/2010 | 04/2022 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 03/2010 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2010 | 04/2022 |
| Ameriprise Financial Services, Llc | Madison | WI | 05/2022 | 12/2022 |
| Canopy Wealth Management | Middleton | WI | 01/2023 | Present |
Business Ownership; Ivy's Guest House, LLC; owner; This is the LLC entity under which our rental property is titled.; New Glarus, WI 53574; Not Investment Related; November 2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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