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N27 W23953 Paul Rd., Suite 105, Pewaukee, WI 53072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-25 |
| WI | RA | APPROVED | 2023-09-20 |
Branch Locations
N27 W23953 Paul Rd. Suite 105, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Ca Irvine Extention | Irvine | CA | 01/2005 | 02/2017 |
| Harbour Investments, Inc | Madison | WI | 08/2019 | 09/2023 |
| Thrivent Investment Management Inc | Minnepolis | MN | 02/2017 | 07/2019 |
| Hipkiss Financial | Pewaukee | WI | 01/2005 | 08/2019 |
| Tax Management | Menomonee Falls | WI | 12/2019 | 09/2023 |
| Fiduciaone | Pewaukee | WI | 07/2023 | Present |
1) Enrolled Agent Tax Advisor 2) Agent to life and Medicare supplement insurance companies - receive commission for products sold 3) Jennifer Michelle Hipkiss is a Volunteer Board of Director for Adeline Montessori School; Investment related: No; Location: 995 S Sawyer Rd Oconomowoc WI 53066 USA; Description of the business: Adeline Montessori School is a non-stock, non-profit corporation governed by a volunteer Board of Directors. The Board is comprised of dedicated staff, parents, and community members who are focused on the success of the students and the school as a whole; Responsibilities Duties: As a governing board, the directors' responsibilities are: to ensure students are learning, to ensure fiscal responsibility, to support school leadership, to ensure the school is following all applicable laws, to oversee Special Education due process and services, and maintain understanding and implementation of the school's mission; Start date with business: 2024-08-20; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Emily Rodriguez; Website address for the organization: https://adelinemontessori.com/board-of-directors/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-19 |
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