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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| MT | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • 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 |
|---|---|---|---|---|
| Metlife Securities, Inc. | Milwaukee | WI | 04/2011 | 03/2017 |
| Massmutual Life Insurance Co | Milwaukee | WI | 07/2016 | 02/2018 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 02/2018 |
| Sagepoint Financial, Inc. | Milwaukee | WI | 02/2018 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. HIGH POINT CAPITAL GROUP, INC. POSITION: Shareholder NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/21/2018 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Attend Shareholder meetings 2. RYAN HITCHCOCK POSITION: Independent Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/12/2018 ADDRESS: 1200 N. Mayfair Rd, Ste. 300, Milwaukee WI 53005, United States DESCRIPTION: Fixed products as appropriate for client through Crump Insurance Services 3. ELMBROOK YOUTH HOCKEY ORGANIZATION POSITION: Hockey Director NATURE: Youth Hockey Program - Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2026 ADDRESS: PO Box 2094, Brookfield WI 53008, United States DESCRIPTION: Serve as Hockey Director for a local youth hockey organization, overseeing player development, coaching alignment, and on-ice programming. Responsibilities include establishing development frameworks, supporting coaches, and ensuring consistent training standards across age groups. Role is volunteer-based and focused on youth development. 4. FINANCIAL BREAKAWAY LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 15450 Elmbrook Way, Brookfield WI 53005, United States DESCRIPTION: payroll and deposit of commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-30 |
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