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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| WI | RA | APPROVED | 2022-10-04 |
Branch Locations
2121 Innovation Court, Suite 1100, De Pere, WI 54115 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Oshkosh | WI | 07/2014 | 11/2018 |
| Raymond James Financial Services Advisors Inc. | Oshkosh | WI | 07/2014 | 11/2018 |
| Aegis Financial | Oshkosh | WI | 01/2012 | 11/2018 |
| Harmsen Tax | Van Dyne | WI | 07/2014 | 12/2018 |
| Rosendale Brandon School District | Rosendale | WI | 04/2018 | 07/2019 |
| Wipfli Financial Advisors, Llc | Green Bay | WI | 12/2018 | 09/2022 |
| Creative Planning, Llc | Green Bay | WI | 10/2022 | Present |
Wipfli Financial Advisors, LLC Milaukee, WI; is investment related; Principal; Business was acquired by Creative Planning; Duties are overseeing the wind down of the business; 0hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-17 |
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