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Current Employers
Calculated Wealth

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-29
  • WI RA
    APPROVED
    Since 2025-01-29

Branch Locations

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

Saint Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calculated Wealth Madison WI 10/2024 Present
Bmo Wealth Management Saint Louis MO 04/2018 10/2024
Matter Family Office Saint Louis MO 12/2012 03/2018
  • 10/2024 → Present
    Madison, WI
  • 04/2018 → 10/2024
    Bmo Wealth Management
    Saint Louis, MO
  • 12/2012 → 03/2018
    Matter Family Office
    Saint Louis, MO
Designations

View on SEC IAPD

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