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3319 Terrace Ct., Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-07-30 |
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 |
|---|---|---|---|---|
| Mppl Financial | Wausau | WI | 01/2013 | 12/2022 |
| Retirement Wealth Advisors, Llc | Wausau | WI | 08/2015 | 07/2021 |
| Reif Financial Llc | Wausau | MI | 06/2011 | Present |
| Point Wealth, Llc | Wausau | WI | 07/2021 | Present |
| Taylor Capital Management Inc. | Woodstock | GA | 09/2015 | 07/2019 |
| World Equity Group | Arlington Heights | IL | 07/2019 | 07/2021 |
| Point Wealth Tax Services | Wausau | WI | 01/2020 | Present |
(1) Reif Financial, LLC, Not Financial Related, started 6-2011, Approx 1 hr/mo, all during trading hours, 3319 TERRACE CT, WAUSAU, WI 54401, Created originally to run payroll and put a 401k Plan in place, now holds real estate. OWNER, Duties: Sends out rental invoices. (2) Point Wealth Tax Services, Not Investment Related, Started 1-2020, Approx 1 hr/mo, all during trading hours, 3319 Terrace Ct., Wausau, WI, 54401, Nature: Tax Prep Services, Owner, Duties: Own the LLC that outsources tax return documents. Collect tax documents at our office and give to the CPA that is contracted to complete the tax return. (3) Point Audio, LLC; No; Wausau, WI; Audio Book Recording; Self- Contractor; 08/2025; 8/ hrs mo; 8/ hrs mo; Read and record audio for books.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-09 |
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