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167 S. Main Street, Thiensville, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | TEMPREG | 2026-08-17 |
Branch Locations
6900 E Camelback Rd Suite A39, Scottsdale, AZ 85251 • United States
167 S. Main Street, Thiensville, WI 53092 • United States
125 N Executive Drive, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elder Law Center Of Wi | Wauwatosa | WI | 01/1994 | Present |
| Investment Centers Of America | Scottsdale | AZ | 02/2009 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 08/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 08/2026 |
| United Planners Financial Services | Scottsdale | AZ | 08/2026 | Present |
| Blackhawk Capital Partners, Llc | Brookfield | WI | 08/2026 | Present |
UNITED PLANNERS FINANCIAL SERVICES BROKER DEALER REGISTERED REPRESENTATIVE SINCE 08/2026 INVESTMENT RELATED ELDER LAW CENT OF WI LLC SINCE 1993 ATTORNERY NOT INVESTMENT RELATED ARTEMIS ACRES LLC FARM RENTAL MANAGING MEMBER SINCE 11/2024 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-04 |
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