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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-09-29 |
Branch Locations
2740 S Oneida St Ste A, Green Bay, WI 54304 • United States
New Franken, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Appleton | WI | 10/2016 | 12/2018 |
| Krause Financial Services | De Pere | WI | 11/2013 | 09/2016 |
| Kerberrose Wealth Management, Llc | Shawano | WI | 01/2019 | 04/2019 |
| Apw Capital, Inc. | Rockaway | NJ | 01/2019 | 04/2019 |
| Onward Financial | Fond Du Lac | WI | 06/2019 | 11/2019 |
| Securities America, Inc. | Fond Du Lac | WI | 08/2019 | 10/2019 |
| Securities America Advisors, Inc. | Fond Du Lac | WI | 08/2019 | 10/2019 |
| Ameriprise Financial Services, Llc | Green Bay | WI | 09/2020 | Present |
| Unemployed | New Franken | WI | 11/2019 | 09/2020 |
Outside Employment; Black Diamond Enterprises; Associate Advisor - Service clients; ; 2740 S Oneida St Suite A, , Green Bay, WI, 54229; Investment-Related; 01/01/2023; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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