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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • 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 |
|---|---|---|---|---|
| Metropolitan Life Ins Co | Milwaukee | WI | 06/2007 | 11/2017 |
| Metlife Securities, Inc. | Milwaukee | WI | 06/2007 | 11/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 11/2017 |
| Sagepoint Financial, Inc. | Milwaukee | WI | 11/2017 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. HIGH POINT CAPITAL GROUP, INC. POSITION: Shareholder NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/08/2017 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Attending Shareholder meetings 2. STEVEN KOCH POSITION: Independent insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2018 ADDRESS: 1200 N. Mayfair Rd., Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Fixed products as appropriate for clients through CRUMP 3. THOMEY FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/10/2026 ADDRESS: 5717 8th Ave, Kenosha WI 53140, United States DESCRIPTION: Financial Advice Fiduciary Stock/MF trading Customer Service New Business 4. KOCH FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/13/2026 ADDRESS: N87W23335 N Lisbon Rd, Lisbon WI 53089, United States DESCRIPTION: Owner/President - Account set up for payroll and tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-09 |
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