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2935 N. Ballard Rd. Suite 2, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-07-03 |
Branch Locations
2935 N. Ballard Rd. Suite 2, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donze Cpa Llc | Appleton | WI | 02/2015 | Present |
| Kerntke Otto Mcglone Wealth Management Llc | Appleton | WI | 07/2020 | 06/2023 |
| Freedom Wealth Llc | Appleton | WI | 06/2023 | Present |
| 2Ld Properties Llc | Appleton | WI | 10/2022 | Present |
| Mcglone Real Estate Properties Llc | Appleton | WI | 01/2022 | 12/2023 |
| 3Ld Llc | Appleton | WI | 08/2020 | Present |
| Ld Properties Llc | Appleton | WI | 08/2019 | Present |
1. Donze CPA LLC Non-Investment Related. Accounting. Owner. 02/2015. 64 Hrs/Month. 2. LD Properties LLC, 2LD Properties LLC, 3LD LLC; Non-Investment Related; Appleton, WI; Real Estate; Member; Started 08/2019, 10/2022, and 08/2020 respectively. Less than 5% of time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-02 |
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