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1777 West Main Street Suite 203, Sun Prairie, WI 53590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-12-22 |
Branch Locations
1777 West Main Street Suite 203, Sun Prairie, WI 53590 • 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 |
|---|---|---|---|---|
| Wisconsin Wealth Advisors, Llc | Sun Prairie | WI | 02/2012 | Present |
| Wisconsin Wealth Advisors, Llc | Sun Prairie | WI | 12/2017 | Present |
| Shaun Balding, Sole Proprietor | Sun Prairie | WI | 01/2019 | Present |
Shaun Balding, Sole Proprietor; Sun Prairie, WI; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 01/2019; Approximately 5% of time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
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