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2921 Landmark Place Ste 501, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-21 |
Branch Locations
2921 Landmark Place Ste 501, Madison, WI 53713 • 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 |
|---|---|---|---|---|
| M&I Brokerage Services, Inc | Janesville | WI | 12/1999 | Present |
| Bmo Harris Financial Advisors, Inc. | Janesville | WI | 08/2012 | Present |
| Heartland Financial, Inc. (Htlf) | Madison | WI | 11/2015 | 05/2021 |
| Waukesha State Bank Dba Prairie Trust | Madison | WI | 05/2021 | 11/2023 |
| Atlatl Advisers | Madison | WI | 12/2023 | Present |
I, and my spouse, own a condo which we use for short term rentals through Airbnb and VRBO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
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