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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Spectrum | Appleton | WI | 08/2016 | 04/2017 |
| Bergstrom Automotive | Oshkosh | WI | 04/2017 | 05/2017 |
| Les Stumpf | Appleton | WI | 05/2017 | 12/2017 |
| Unemployed | Appleton | WI | 01/2018 | 02/2018 |
| Catholic Financial | Green Bay | WI | 02/2018 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 04/2019 |
| Northwestern Mutual Investment Services Llc | De Pere | WI | 08/2018 | 04/2019 |
| U.S. Bancorp Investments, Inc. | Lake Geneva | WI | 08/2023 | 02/2026 |
| Unemployed | Hobart | WI | 04/2019 | 08/2019 |
| Usps | De Pere | WI | 08/2019 | 12/2019 |
| Unemployment | Hobart | WI | 12/2019 | 07/2020 |
| Unitedhealthcare | Green Bay | WI | 07/2020 | 04/2021 |
| U.S. Bank | Menasha | WI | 04/2021 | 08/2023 |
| U.S. Bancorp Advisors, Llc | Lake Geneva | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-20 |
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