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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-16 |
| WI | RA | APPROVED | 2021-11-12 |
Branch Locations
1820 Hall Ave., Marinette, WI 54143 • United States
290 Main St., Waiusaukee, WI 54177 • United States
N18630 Highway 141, Pembine, WI 54156 • United States
101 Bralik Way, Oconto, WI 54153 • United States
606 Henriette Ave., Crivitz, WI 54114 • United States
Menominee, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Marinette | WI | 01/2007 | 11/2021 |
| Stephenson National Bank & Trust | Marinette | MI | 01/2007 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2021 | Present |
1) THE STEPHENSON NATIONAL BANK AND TRUST, 1820 HALL AVE MARINETTE WI, 11/2021, Relationship Manager, NIR, 60 HR/MO 40 HR/MO TRADING 2) FIXED INSURANCE, 1820 HALL AVE MARINETTE WI, 11/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO 20 HR/MO 3) STEPHENSON FINANCIAL SERVICES, 1820 HALL AVE MARINETTE WI, 11/2021, FINANCIAL PROFESSIONAL UTILIZING DBA NAME, NIR, 160 HR/MO 120 HR/MO 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 11/2021, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-29 |
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