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1255 Fourier Drive Suite 200, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
1255 Fourier Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson Investment Management, Inc. | Madison | WI | 01/2004 | Present |
Founder of the Jason L. & Ana C. Stephens Family Foundation, a foundation organized to support investment education at the high school level established in early 2019; As of Nov. 2019, Member of Board of Directors (uncompensated) of Oncospace, Inc., a non-investment related healthcare analytics company requiring monthly average time commitment of 5-10 hours, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
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