Griffin K Kalepp

Current Employers

Employment History

• 01/2015 → 06/2018
  Wea Investment Services, Inc
  Madison, WI
• 06/2018 → 11/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2018 → 11/2021
  Cuna Mutual Group
  Waverly, IA
• 12/2021 → 07/2025
  Mbe Wealth Management, Llc
  Baraboo, WI
• 08/2025 → Present
  Compound Wealth, Advisory And Tax Llc
  Black Earth, WI

Previous Registrations

• 2021-12-02 → 2025-08-05
  Mbe Wealth Management, Llc
  Baraboo, WI
  Tomah, WI
• 2018-09-27 → 2021-12-09
  Cuna Brokerage Services, Inc.
  Madison, WI
  Waverly, IA

Other Businesses

1. President / Owner; Strictly Sonny, LLC; 4009 Red Hawk Run, Black Earth WI, 53515; Since 05/09/2020; Approximately 8 hours spent per month 2. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month 3. SSM Health St. Clare Hospital; Not Investment Related; 707 14th St, Baraboo, WI. 53913; Board Member; 5/3/2023; Approximately 1 hours spent per month 4. JAG Property Group, LLC; Not Investment Related;4009 Red Hawk Run, Black Earth, WI. 53515; Real Estate; Partner; 3/3/2024; Approximately 30 hours spent per month; Rental real estate management 5. Blood Cancers United: Not Investment Related - Fundraising entity for blood cancer research - Board Member/Leadership Committee - Since 10/2025

Exams

• S66 Uniform Combined State Law Examination
  2018-09-26
• S63 Uniform Securities Agent State Law Examination
  2015-05-08

Designations