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1363 Shermer Rd. Ste. 208, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-08 |
Branch Locations
1363 Shermer Rd. Ste. 208, Northbrook, IL 60062 • United States
3330 University Avenue #202, Madison, WI 53705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewins Financial Advisors, Llc | Madison | WI | 12/2015 | 05/2018 |
| Wipfli Financial Advisors, Llc | Madison | WI | 06/2018 | 03/2020 |
| Wipfli Financial Advisors, Llc | Madison | WI | 04/2020 | 03/2021 |
| Oak Wealth Advisors, Llc | Madison | WI | 03/2021 | Present |
RIDGEVIEW STORAGE MP, LLC (4100 WEIDENFELLER RD, MINERAL POINT, WI 53565); NOT INVESTMENT-RELATED (SELF-STORAGE UNITS COMPLEX); MINORITY SHAREHOLDER (20% OWNER)SINCE OCTOBER 2020. TIME COMMITMENT TO THIS BUSINESS IS APPROXIMATELY 5 HOURS A MONTH, NONE OF WHICH DURING REGULAR BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-07 |
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