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N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-11-07 |
Branch Locations
N22 W27847 Edgewater Drive Suite 101, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 05/2016 | 02/2017 |
| Thrivent Investment Management Inc | Appleton | WI | 05/2016 | 02/2017 |
| Woodbury Financial Services Inc | West Bend | WI | 02/2017 | 10/2019 |
| Shakespeare Wealth Management, Inc. | Pewaukee | WI | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-01 |
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