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725 Heartland Trail Suite 205, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-05-10 |
Branch Locations
725 Heartland Trail Suite 205, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yahara Wealth Management Llc | Madison | WI | 04/2018 | Present |
| Yahara Wealth Management Llc | Madison | WI | 06/2017 | 08/2017 |
| Askren Wrestling Academy | Hartland | WI | 06/2011 | 11/2016 |
| University Of Wisconsin-Madison | Madison | WI | 08/2013 | 05/2018 |
(1) Name: 3539 Merritt Street, LLC. Investment-Related: No. Address: Madison, WI. Nature: Residential rental property. Position: Managing Member. Start Date: 03/2020. Approximate Number of Hours Per Month: 1-2. Approximate Number of Hours During Trading Hours: 0. Duties: Managing rental properties. (2) Name: Generous Steward LLC. Investment-Related: No. Address: Madison, WI. Nature: Membership site, financial education. Position: Managing Member. Start date: April 2023. Approximate Number of Hours Per Month: 8. Approximate Number of Hours During Trading Hours: 0. Duties: Create content and manage membership site.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-10 |
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