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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrise/Polzin Retirement Planning Corp. | Brookfield | WI | 12/1994 | Present |
| Mpc Advisors, Llc | Brookfield | WI | 02/2011 | 04/2017 |
| Girard Securities, Inc. | San Diego | CA | 02/2011 | 04/2017 |
| Woodbury Financial Services Inc | Brookfield | WI | 04/2017 | 01/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
1. MPC INSURANCE SERVICES LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 16655 W.Bluemound Road #150, Brookfield WI 53005, United States DESCRIPTION: Life insurance and fixed annuity sales 2. POA FOR MOTHER JENNIFER TWEEDEN POSITION: POA NATURE: Durable and Healthcare Power of attorney for my mother INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2021 ADDRESS: 112 Long Meadow Driv, Hartland WI 53029, United States DESCRIPTION: POA for future use 3. MIDWEST PLANNING COMPANY DBA MPC ADVISERS POSITION: financial adviser for Woodbury Financial Services NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 16655 West Bluemound Road Suite 150, Brookfield WI 53005, United States DESCRIPTION: service corporation for marketing purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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