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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-12 |
Branch Locations
777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annex Wealth Management | Elm Grove | WI | 09/2015 | 05/2021 |
| Pruco Securities, Llc. | Wauwatosa | WI | 05/2021 | 06/2024 |
| Prudential Insurance Company Of America | Wauwatosa | WI | 05/2021 | 06/2024 |
| Robert W. Baird And Co. | Milwaukee | WI | 08/2024 | Present |
RENTAL PROPERTY MANAGED BY GAURDIAN INVESTMENT REAL ESTATE CO. INC. POSITION: We own 100% of the property and it is managed by an independent real estate property management company NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 6327 W Lloyd St, Wauwatosa WI 53213, United States DESCRIPTION: We own 100% of the property and it is managed by an independent real estate property management company, Guardian Investment Real Estate Company. All management activities are performed by them FINANCIAL POWER OF ATTORNEY FOR MY PARENTS POSITION: Financial Power of Attorney NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 4741 N Diversey Blvd, Whitefish Bay WI 53211, United States DESCRIPTION: I am FPOA for my parents Randall and Linda Johnson. This is part of their estate plan and I have not exercised the power. REAL ESTATE RENTAL PROPERTY MANAGED BY GUARDIAN INVESTMENT REAL ESTATE CO. INC. POSITION: We own 100% of the property and it is managed by an independent real estate management company NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 6335 W Lloyd St, Wauwatosa WI 53213, United States DESCRIPTION: We own 100% of the property and it is managed by an independent real estate property management company, Guardian Investment Real Estate Company. All management activities are performed by them
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
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