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One Neenah Center, Suite 300, Neenah, WI 54956 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-23 |
Branch Locations
One Neenah Center, Suite 300, Neenah, WI 54956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Green Bay | WI | 01/2016 | 05/2019 |
| Wells Fargo Bank, Na | Green Bay | WI | 08/2014 | 06/2019 |
| North Star Asset Management Inc. | Neenah | WI | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-07 |
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