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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-02-24 |
Branch Locations
200 5Th Avenue Se Suite 102, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawkins Wealth Management | North Liberty | IA | 12/2017 | 05/2019 |
| Unemployed | Marion | IA | 08/2017 | 12/2017 |
| Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 05/2019 | 02/2021 |
| Bfc Planning, Inc. | Cedar Rapids | IA | 05/2019 | 02/2021 |
| Securities Management And Research, Inc | Cedar Rapids | IA | 04/2019 | 02/2021 |
| Robert W. Baird & Co., Inc. | Cedar Rapids | IA | 02/2021 | Present |
| Rbc Wealth Management | Cedar Rapids | IA | 02/2007 | 08/2017 |
Name/Address: Outlier, 360 22nd Street, Suite 600, Oakland, CA 94612 Start Date: December 5, 2025 Hours Spent: 11-20 During Trading Hours: 0 Role/Responsibility Freelance Employee Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-25 |
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