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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-24 |
Branch Locations
5400 King James Way Suite 110, Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Horky | Middleton | WI | 09/2018 | 02/2020 |
| Bmo Harris Bank | Madison | WI | 10/2015 | 07/2018 |
| Brenton Cashore | Middleton | WI | 02/2020 | 03/2020 |
| Nathan Keeling | Middleton | WI | 02/2020 | 03/2020 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 09/2018 | 01/2020 |
| Unemployed | Madison | WI | 08/2018 | 08/2018 |
| Northwestern Mutual Wealth Manangement | Milwaukee | WI | 08/2018 | 01/2020 |
| Matthew Heckmann | Middleton | WI | 05/2020 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 05/2020 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2020 | 09/2023 |
| Wea Investment Services, Inc. | Madison | WI | 10/2023 | 12/2023 |
| Wealth Distribution Strategies | Verona | WI | 01/2024 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2024 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Wealth Distribution Strategies - DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-18 |
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