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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-03-02 |
| MN | RA | APPROVED | 2021-09-21 |
| FL | RA | APPROVED | 2020-11-17 |
| LA | RA | APPROVED | 2012-07-23 |
| IL | RA | APPROVED | 2011-06-20 |
| WI | RA | APPROVED | 2007-08-01 |
Branch Locations
7722 Mineral Point Rd., Madison, WI 53717 • United States
750 Viking Drive, Reedsburg, WI 53959 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 08/2006 | Present |
| Starwood Acres Llc | Plymouth | WI | 02/2006 | Present |
Copper Mule Designs, 6016 Easy St., Waunakee, WI 53597; Not investment-related; Co-Owner/Designer; Business is primarily run by spouse who is responsible for all marketing, sales, online content, day-to-day operations, vendor relationships; started 12/20/2018; 32 hours per month, none during trading hours; Design and construction of custom woodworking & furniture.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-30 |
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