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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Mwa Financial Services, Inc. | Rock Island | IL | 07/2003 | 05/2018 |
| Modern Woodmen Of America | Rock Island | IL | 08/2002 | Present |
| Jz Homes Llc | Kenosha | WI | 10/2006 | Present |
| Securities America, Inc. | Kenosha | WI | 05/2018 | 06/2024 |
| Securities America Advisors | Kenosha | WI | 05/2018 | 06/2024 |
| Osaic Wealth, Inc. | Kenosha | WI | 06/2024 | 01/2025 |
| Osaic Wealth, Inc. | Kenosha | WI | 06/2024 | 01/2025 |
| Harbour Investments, Inc. | Madison | WI | 01/2025 | Present |
| Zoerner Financial | Kenosha | WI | 01/2025 | Present |
1) Zoerner Financial - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) JZ Homes | 7530 39th Avenue, Kenosha, WI 53142 | Owner | Description: Own, manage and remodel rental properties | Beginning 2006 | 4 hours per month, 0 during trading hours | Paid position | Not investment related 4) Mammoth Attachments | 16520 104th St., Bristol, WI 53104 | Owner | Description: Import and Resell Equipment| Beginning 5/2026 | 10 hours per month, 0 during trading hours | Paid when equipment sells | Not investment related 5) Little Wren Web Co | 7530 39th Avenue, Kenosha, WI 53142 | Consultant | Description: 20% owner of firm helping a college student who sells web site design services | Beginning 7/2026 | 3 hours per month, 0 during trading hours | Unpaid for now | Not investment related 6) Gold Standard Web LLC | 7530 39th Avenue, Kenosha, WI 53142 | Owner | Description: I code software that builds web sites using AI | Beginning 7/2026 | 5 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-11 |
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