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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wausau | WI | 12/2018 | 09/2022 |
| Primerica Financial Services | Wausau | WI | 12/2018 | 09/2022 |
| Twin Lakes Bible Church | Phelps | WI | 09/2015 | 01/2021 |
| Eliason Realty Of The North, Llc | Eagle River | WI | 04/2016 | 12/2021 |
| Thompson Financial Group | Wausau | WI | 02/2021 | 09/2022 |
| Terra Wealth Management Llc | Wausau | WI | 09/2022 | 08/2025 |
| Pine Grove Community Chapel | Rhinelander | WI | 09/2021 | Present |
| Oasis Advisors, Llc | Wausau | WI | 06/2025 | Present |
1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Real estate agent at Eliason Realty Of The North, LLC 1-2 hours a week, receive commission upon completed sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-04 |
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