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660 John Nolen Drive, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-17 |
| WI | RA | APPROVED | 2020-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Madison | WI | 06/2011 | 09/2016 |
| Wells Fargo Clearing Services Llc | Madison | WI | 11/2017 | 10/2020 |
| Zeiders Enterprises, Inc | Madison | WI | 09/2016 | 12/2020 |
| Wea Investment Services | Madison | WI | 10/2020 | Present |
| Wea Financial Advisors | Madison | WI | 10/2020 | Present |
| Wea Member Benefits | Madison | WI | 10/2020 | Present |
1) NOTARY, NOT INV RELATED, MADISON, WISCONSIN, START: 6/4/2017, HALF HOUR PER MONTH. NOTARIZE DOCUMENTS 2) WEA Member Benefits, investment related, Madison, WI, retirement planning/owner of BD, Financial Planner, 10/2020, 20 hours/month, Assist 403(b) and IRA program members with program questions. 3) WEA Financial Advisor, investment related, Madison WI, RIA, Financial Planner, 10/2020, 120 hours/month, Assist 403(b) and IRA program members with program questions. 4) CFP Board Mentor Program, not investment related, Washington DC, Certified Financial Planner Designation Board, Mentor, 11/2018, <5/mth, mentor individuals studying for the CFP exam 5) Gan Hayeled Preschool Committee, not investment related, 6434 Enterprise Lane, Madison, WI, preschool, Chair, 9/4/2025, 4 hrs/mth, work with Director to make decisions about the preschool
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-13 |
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