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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-25 |
| WI | RA | APPROVED | 2026-01-08 |
Branch Locations
1001 North Central Avenue, Marshfield, WI 54449 • United States
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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 07/2006 | 12/2021 |
| Foward Financial Bank | Marshfield | WI | 10/2010 | Present |
| Cetera Investment Advisers Llc | Marshfield | WI | 01/2014 | 12/2021 |
| Woodbury Financial Services Inc | Marshfield | WI | 12/2021 | 01/2024 |
| Osaic Wealth, Inc. | Marshfield | WI | 01/2024 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers | Marshfield | WI | 01/2026 | Present |
GENERAL BOARD POSITION FOR OPPORTUNITY DEVELOPMENT CENTERS, 1/HR/WK;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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