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1133 Quail Court Suite 100, Pewaukee, WI 53072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Lasalle Investment Advisors Inc | Pewaukee | WI | 07/2017 | Present |
| Freedom Investors Corp | Brookfield | WI | 09/2008 | 07/2017 |
?the name of the other business; Superior Financial Services ?whether the business is investment-related Yes ?the address of the other business; N168W21931 Main Street Jackson, WI 53037 ?the nature of the other business; Servicing Clients ?your position; Financial Advisor/ Registered Representative ?title, or relationship with the other business; Brokerage Services ?the start date of your relationship; 7/6/2021 ?the approximate number of hours/month you devote to the other business; 10 Hours / Week ?the number of hours you devote to the other business during securities trading hours; 30 Hours / Week ?and briefly describe your duties relating to the other business; Managed Clients' Portfolios and help them reach their Financial Goals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-05 |
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