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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-05 |
Branch Locations
2121 Innovation Court, Suite 1100, De Pere, WI 54115 • United States
De Pere, WI • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wipfli Financial Advisors, Llc | Green Bay | WI | 04/2020 | 09/2022 |
| Associated Trust Company | Green Bay | WI | 06/2016 | 04/2020 |
| Creative Planning, Llc | Green Bay | WI | 10/2022 | Present |
YWCA Greater Green Bay; Green Bay, WI; not investment related; Board Member and Finance Committee Member; Attend monthly meetings as a board member Start date 6/01/2021; 2 hours per month/0 hours during trading hours.
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