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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
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 |
|---|---|---|---|---|
| Assured Mortgage Inc. | Brookfield | WI | 08/2011 | Present |
| Girard Securities, Inc. | San Diego | CA | 10/2011 | 04/2017 |
| Mpc Advisers, Llc | Brookfield | WI | 03/2015 | 04/2017 |
| Woodbury Financial Services Inc | Brookfield | WI | 04/2017 | 01/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
1. MIDWEST PLANNING COMPANY LLC, DBA MPC INSURANCE SERVICES POSITION: Agent NATURE: Sales of fixed insurance products (Life, Annuity) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2010 ADDRESS: 16655 W Bluemound Rd, Brookfield WI 53005, United States DESCRIPTION: Writing agent of Fixed Insurance products 2. MIDWEST PLANNING COMPANY LLC, DBA MPC ADVISERS POSITION: Advisor of Woodbury/Osaic NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 16655 W Bluemound Rd Suite 150, Brookfield WI 53005, United States DESCRIPTION: None. For marketing purposes only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-27 |
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