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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-09-07 |
Branch Locations
5400 King James Way Suite 110, Fitchburg, WI 53719 • United States
17975 W Sarah Lane Suite 180, Brookfield, WI 53045 • United States
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2012 | 08/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2012 | 08/2017 |
| Wealth Distribution Strategies Llc | Verona | WI | 08/2017 | Present |
| Harbour Investments, Inc | Madison | WI | 08/2017 | Present |
1)Wealth Distribution Strategies - DBA 2)3WDS Stars - DBA 3)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 4)WDS Properties LLC | 110 Enterprise Drive, Suite 103, Verona WI 53593 | Owner | Description: Manage the office building for WDS | Beginning 9/2016 | 5 hours per month, 5 during trading hours | Unpaid | Not investment related 5)Glacier Pointe Condo Association | 110 Enterprise Drive, Suite 103, Verona WI 53593 | Officer | Description: Maintain books and bills | Beginning 4/2017 | 2 hours per month, 1 during trading hours | Unpaid | Not investment related 6)WDS Health LLC | 5400 King James Way, Suite 110, Fitchburg, WI 53719 | Partial owner | Description: Manage and market the business of a medicare specialist | Beginning 1/2023 | 10 hours per month, 5 during trading hours | Unpaid | Not investment related 7)WDS Tax LLC | 5400 King James Way, Suite 110, Fitchburg, WI 53719 | Owner | Description: Manage tax and account firm | Beginning 1/2023 | 5 hours per month, 0 during trading hours | Paid position | Not investment related 8)Green Cares Food Pantry | 422 S. Garfield Street, Monticello, WI 53570 | Volunteer | Description: Pack boxes for customer needs | Beginning 1/2026 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-14 |
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