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Casco, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-04 |
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 |
|---|---|---|---|---|
| Lakeland College | Green Bay | WI | 01/2008 | 05/2018 |
| Cambium Asset Management | Chicago, | IL | 07/2014 | 06/2017 |
| Cedar Hill Associates | Chicago | IL | 07/2014 | 12/2018 |
| Guardian Financial Llc | Casco | WI | 01/2019 | 12/2025 |
| Lnb Financial | Casco | WI | 09/2025 | Present |
1.) Brunette Country Estates; Non-Investment related; West Olson Drive, Sturgeon Bay WI 54235; Cash Crop or land rental; Member of LLC; Land Maintenance; 08/31/2020; Approximately 10 hours per month devoted to this business outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-04 |
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