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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-15 |
Branch Locations
103 N Bridge St Ste 255, Chippewa Falls, WI 54729 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Cumberland | MN | 05/2011 | 12/2025 |
| Cetera Advisors Llc | Denver | CO | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
| Wealth Management Group Llc | Chippewa Falls | WI | 02/2011 | Present |
1. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES AND TAX BUSINESS START DATE: 02/2011 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL CONSULTANT;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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