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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-08-19 |
Branch Locations
4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Eau Claire | WI | 07/2016 | 04/2017 |
| Thrivent Financial | Appleton | WI | 08/2016 | 12/2016 |
| Thrivent Financial | Appleton | WI | 12/2016 | 04/2017 |
| Royal Credit Union | Eau Claire | WI | 05/2017 | 07/2019 |
| Invest Financial Corporation | Tampa | FL | 05/2017 | 02/2018 |
| Lpl Financial Llc | Eau Claire | WI | 02/2018 | 08/2019 |
| Financial Resource Group Investment Services | Fort Mill | SC | 07/2019 | 08/2019 |
| Robert W. Baird & Co. Incorporated | Eau Claire | WI | 08/2019 | Present |
1. 02/14/2018 - No Business Name - Investment Related - Tax Prep/Accounting/CPA - CERTIFIED PUBLIC ACCOUNTANT - Start Date 09/01/2008 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-20 |
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