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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-19 |
| WI | RA | APPROVED | 2018-05-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schniess And Associates | Oak Creek | WI | 10/2016 | 07/2017 |
| Matter Construction | Campbellsport | WI | 01/2016 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 08/2017 |
| Northwestern Mutual Investment Services Llc | Germantown | WI | 08/2017 | 09/2017 |
| Voya Financial Advisors | Mondovi | WI | 10/2016 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 09/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2017 | Present |
I conduct business under an approved DBA Lake Financial Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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