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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
| WI | RA | APPROVED | 2025-10-13 |
Branch Locations
3730 Mangin St, Manitowoc, WI 54220 • United States
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Wausau | WI | 09/2009 | 12/2017 |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 12/2017 | 10/2020 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 12/2017 | 12/2017 |
| Jason P Weier Financial Services, Llc | Appleton | WI | 04/2015 | 12/2022 |
| Lpl Financial, Llc | Appleton | WI | 10/2020 | 11/2022 |
| Advisor's Pride Inc. | Appleton | WI | 09/2020 | 11/2022 |
| Maurer Insurance | Appleton | WI | 12/2017 | 10/2025 |
| Avantax Advisory Services | Appleton | WI | 11/2022 | 09/2025 |
| Avantax Insurance Agency, Llc | Appleton | WI | 11/2022 | 12/2022 |
| Avantax Investment Services, Inc. | Appleton | WI | 11/2022 | 09/2025 |
| Simplicity Life | Monticello | MN | 12/2020 | 10/2025 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 02/2018 | 10/2020 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Appleton | WI | 12/2022 | 09/2025 |
| Jason P Weier Financial Services Llc | Appleton | WI | 04/2015 | 10/2025 |
| Cetera Wealth Services, Llc | Manitowoc | WI | 09/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 10/2025 |
| Raymond James & Associates | Appleton | WI | 10/2025 | Present |
(1)Name of Business: Abel Lake Property Address: N10806 School Forest Rd, Gleason, WI, 54435, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-09 |
| S66 | Uniform Combined State Law Examination | 2007-09-07 |
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