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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-16 |
Branch Locations
8215 Greenway Blvd Ste 200, Middleton, WI 53562 • United States
Oregon, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 02/2012 | 01/2026 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2012 | 01/2026 |
| Lpl Financial Llc | Stoughton | WI | 05/2022 | 01/2026 |
| Ameriprise Financial Services Llc | Middleton | WI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-28 |
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