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N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-01 |
Branch Locations
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Mundelein | IL | 09/2013 | 08/2019 |
| U.S. Bancorp Investments, Inc. | Fox Lake | IL | 02/2019 | 11/2020 |
| American Deposit Management Co | Pewaukee | WI | 12/2020 | 08/2021 |
| Unemployed | Pewaukee | WI | 08/2021 | 12/2021 |
| Tri City National Bank | Oak Creek | WI | 12/2021 | 02/2022 |
| Annex Wealth Management | Delafield | WI | 03/2022 | 11/2025 |
| Madison Partners | Madison | WI | 11/2025 | 03/2026 |
| Ellenbecker Investment Group | Waukesha | WI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-08 |
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