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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-02 |
Branch Locations
15350 W. National Ave. Ste 214, New Berlin, WI 53151 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Legacy Wealth Management | Menomonee Falls | WI | 08/2015 | 07/2017 |
| Cabot Lodge Securities Llc | Menomonee Falls | WI | 08/2015 | 07/2017 |
| Thrivent Investment Management Inc. | New Berlin | WI | 08/2017 | 09/2019 |
| Thrivent Financial - Jeremy Keil | New Berlin | WI | 08/2017 | 09/2017 |
| Thrivent Financial | Appleton | WI | 09/2017 | 09/2019 |
| Thrivent Advisor Network, Llc | New Berlin | WI | 09/2019 | 06/2025 |
| Alongside, Llc | Austin | TX | 06/2025 | Present |
1) Keli Financial Partners - Investment Related - Same as listed business location(s) - Insurance sales - Insurance Agent - 08/2017 - Approx. 5% of time per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
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