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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-20 |
Branch Locations
2270 Frontage Road West, Stillwater, MN 55082 • United States
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | White Bear Lake | MN | 12/2003 | 08/2021 |
| U.S. Bancorp Investments, Inc. | White Bear Lake | MN | 11/2014 | 10/2017 |
| U.S. Bancorp Investments, Inc. | White Bear Lake | MN | 10/2019 | 08/2021 |
| Bell Bank | Minneapolis | MN | 08/2021 | 09/2023 |
| Bremer Bank | Minneapolis | MN | 09/2023 | 06/2025 |
| Midwestone Bank | Stillwater | MN | 06/2025 | 02/2026 |
| Nicolet Advisory Services, Llc | Green Bay | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-10 |
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
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