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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-10-23 |
Branch Locations
2523 W. Folsom Street Suite A1, Eau Claire, WI 54703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernicke Wealth Management, Ltd. | Altoona | WI | 06/2016 | 06/2019 |
| Triad Advisors, Inc. | Altoona | WI | 06/2016 | 06/2019 |
| Unemployed | Colfax | WI | 06/2019 | 10/2019 |
| Mary Kay | Colfax | WI | 10/2018 | 09/2020 |
| Zyia | Wheeler | WI | 09/2020 | 07/2026 |
| Angela Marie Carstens | Eau Claire | WI | 03/2008 | Present |
1.) DECADES FINANCIAL, LLC - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - EAU CLAIRE, WI - SINCE 10/2019 - INVESTMENT RELATED 2.) ANGELA MARIE CARSTENS - INSURANCE AGENT - NON-VARIABLE INSURANCE - EAU CLAIRE, WI - SINCE 03/2008 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-14 |
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