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2100 Church St., Suite 200, East Troy, WI 53120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-28 |
Branch Locations
2100 Church St., Suite 200, East Troy, WI 53120 • United States
W160S6550 Commerce Dr. Suite 210, Muskego, WI 53150-7961 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
Branch Locations
W160S6550 Commerce Dr. Suite 210, Muskego, WI 53150-7961 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Mukwonago | WI | 12/2015 | 01/2024 |
| Osaic Wealth, Inc. | Mukwonago | WI | 01/2024 | 06/2024 |
| Woodbury Financial Services Inc | Mukwonago | WI | 07/2016 | 01/2024 |
| K2 Financial Llc | Mukwonago | WI | 10/2023 | Present |
| Breakthru Advisory Services Llc | Mukwonago | WI | 06/2024 | Present |
| Coast Advisory Llc | East Troy | WI | 01/2026 | Present |
1. K2 FINANCIAL, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/12/2023 ADDRESS: W320S7863 Mark Circle, Mukwonago, WI 53149 DESCRIPTION: Tax preparation & Insurance 2. Breakthru Advisory Services Position: Investment Advisor Representative Address: W160S6550 COMMERCE DR., MUSKEGO WI Nature of Business: Investment Advisory Start Date: 06/2024 Number of Hours Per Month: 25 Number of Hours Per Month During Trading Hours: 25 Duties: IAR to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-24 |
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