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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-04 |
Branch Locations
825 South Taylor Dr, Sheboygan, WI 53081 • United States
37 North Pioneer Rd, Fond Du Lac, WI 54935 • United States
Sheboygan, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 11/2018 | Present |
| Kpmg | Milwaukee | WI | 01/2016 | 10/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | Present |
| Vesta Cpas, S.C. | Sheboygan | WI | 03/2024 | Present |
1) NAME OF OTHER BUSINESS: VESTA CPAS, S.C.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
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