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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-08 |
Branch Locations
1001 N Central Avenue, Marshfield, WI 54449 • United States
721 S 8Th Street, Medford, WI 54451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forward Financial Bank | Marshfield | WI | 08/2016 | Present |
| Cetera Investment Services | St.CLoud | MN | 08/2016 | 12/2021 |
| Cetera Investment Advisers Llc | Marshfield | WI | 09/2016 | 12/2021 |
| Woodbury Financial Services Inc | Marshfield | WI | 12/2021 | 01/2024 |
| Osaic Wealth, Inc. | Marshfield | WI | 01/2024 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Marshfield | WI | 01/2026 | Present |
GUEST SPEAKER (FINANCIAL EDUCATION) FOR UNIFIED SCHOOL DISTRICT OF MARSHFIELD; MARSHFIELD AREA CHAMBER OF COMMERCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
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