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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wausau | WI | 07/2014 | 09/2022 |
| Primerica Financial Services | Wausau | WI | 07/2014 | 09/2022 |
| Graebel | Wausau | WI | 04/1994 | 05/2017 |
| Cedar Creek Manor | Mosinee | WI | 02/2019 | 08/2021 |
| Terra Wealth Management, Llc | Wausau | WI | 09/2022 | 08/2025 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | 05/2025 |
| Oasis Advisors, Llc | Wausau | WI | 05/2025 | Present |
1) INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-11 |
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