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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
| WI | RA | APPROVED | 2026-04-17 |
Branch Locations
N27W23957 Paul Rd Ste 202, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Brookfield | WI | 12/2014 | 05/2023 |
| Charles Schwab Bank | Brookfield | WI | 12/2014 | 05/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2023 | 04/2026 |
| Cetera Investment Advisors Llc | Pewaukee | WI | 05/2023 | 04/2026 |
| Home Federal Savings Bank | Pewaukee | WI | 05/2023 | 08/2023 |
| Principal Securities, Inc. | Pewaukee | WI | 04/2026 | Present |
| Principal Life Insurance Company | Pewaukee | WI | 04/2026 | Present |
| Bartolacci Wealth Management | Pewaukee | WI | 04/2026 | Present |
**BARTOLACCI WEALTH MANAGEMENT (DBA) POSITION: Senior Financial Advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 8 START DATE: 04/16/2026 ADDRESS: N27W23957 Paul Rd, Suite 202, Pewaukee WI 53072, United States DESCRIPTION: Financial advisory services that include: Financial/retirement planning, investment planning and insurance solutions - long term care, annuities, life and disability. **INSURANCE POSITION: Fixed insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/08/2026 ADDRESS: N27W23957 Paul Rd, Suite 202, Pewaukee WI 53072, United States DESCRIPTION: Sales of fixed insurance through various vendors including fixed annuity, fixed life, DI, LTC, health, medical and group benefits. **SECURE FUTURES POSITION: Volunteer NATURE: Volunteer instructor financial literacy course provided to high school students through Secure Futures, Milwaukee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2007 ADDRESS: N27W23957 Paul Rd, Suite 202, Pewaukee WI 53072, United States DESCRIPTION: Volunteer; financial literacy program.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
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