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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-17 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
102 S Clinton Street, Iowa City, IA 52240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwestone Bank Investment Services | Coralville | IA | 04/2016 | 04/2026 |
| Lpl Financial Llc | Coralville | IA | 04/2016 | 04/2026 |
| Private Client Services | Iowa City | IA | 04/2026 | Present |
| Nicolet Wealth Management | Iowa City | IA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-02 |
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