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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| WI | RA | APPROVED | 2026-01-08 |
Branch Locations
1001 N Central Avenue, Marshfield, WI 54449 • United States
721 S 8Th Street, Medford, WI 54451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshfield Insurance Agency | Marshfield | WI | 07/2013 | 04/2020 |
| Thrivent Investment Management Inc | Marshfield | WI | 05/2020 | 09/2022 |
| Thrivent Financial | Appleton | WI | 07/2020 | 11/2020 |
| Thrivent Financial | Appleton | WI | 11/2020 | 09/2022 |
| Woodbury Financial Services Inc | Marshfield | WI | 09/2022 | 01/2024 |
| Osaic Wealth, Inc. | Marshfield | WI | 01/2024 | 01/2026 |
| Forward Bank | Marshfield | WI | 01/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Marshfield | WI | 01/2026 | Present |
BOARD OF DIRECTORS FOR MARSHFIELD AREA YMCA, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-09 |
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