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Watertown, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lueder Financial Group | Milwaukee | WI | 03/2015 | 04/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2017 | 04/2019 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 01/2017 | 04/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2017 | 04/2019 |
| Raymond James Financial Services, Inc. | Waukesha | WI | 04/2019 | 09/2020 |
| Raymond James Financial Services Advisors Inc. | Waukesha | WI | 07/2019 | 09/2020 |
| Kowal Investment Group, Llc | Waukesha | WI | 09/2020 | 01/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 09/2020 | 01/2024 |
| Entirement Financial Planning Llc | Watertown | WI | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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