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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-22 |
Branch Locations
431 East Claremont Ave. Suite B, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hasenberg Financial Group | Eau Claire | WI | 01/2022 | 10/2025 |
| Investment Management Associates | Eau Claire | WI | 01/2020 | 12/2021 |
| Jamf | Eau Claire | WI | 05/2016 | 12/2019 |
| Royal Alliance Associates, Inc. | Eau Claire | WI | 08/2022 | 05/2023 |
| Edelman Financial Engines | Santa Clara | CA | 09/2025 | Present |
1)St. Croix Valley Sexual Assault Response Team; INVESTMENT RELATED: No; ADDRESS: 1200 Hosford Street Suite 203, Hudson WI 54016; NATURE: Forensic healthcare and education for sexual assault victims; POSITION: Board Treasurer; START DATE: 01/2025; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: Oversee organization finances. 2). Jordan C. Hasenberg LLC DBA HasenbergPrints POSITION: Owner NATURE: Printing 3D objects INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE:1/1/2024 ADDRESS: W3970 Mitchell Rd Eau Claire, WI 54701 DESCRIPTION: Create 3D items for people to use
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
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