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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2025-08-01 |
Branch Locations
1715 W Paradise Drive Ground Fl, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | West Bend | WI | 02/2006 | 02/2021 |
| Wells Fargo Clearing Services Llc | West Bend | WI | 02/2021 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | West Bend | WI | 08/2025 | Present |
HERITAGE PRIVATE WEALTH LLC; INV. RELATED; WEST BEND, WI; 10% OWNERSHIP; FINET PRACTICE; START DATE 08/01/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING.| KOEPKE ASSET MANAGEMENT LLC; INV RELATED; WEST BENK, WI; FINET FINANCIAL ADVISOR; 100% OWNERSHIP; START DATE 08/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-24 |
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