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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Case Central | Arden Hills | MN | 10/2019 | 07/2020 |
| Project Guys | Marshfield | WI | 05/2015 | 08/2017 |
| Neufeld Capital Management | Marshfield | WI | 06/2018 | 09/2018 |
| University Of Northwestern St. Paul | Roseville | MN | 10/2018 | 04/2019 |
| Clear Cut Window Cleaning | Vadnais Heights | MN | 01/2019 | 09/2019 |
| Paladin Wealth, Llc | Arden Hills | MN | 07/2020 | 05/2022 |
| Paladin Capital, Llc | Arden Hills | MN | 07/2020 | 05/2022 |
| Paladin Insurance, Llc | Arden Hills | MN | 07/2020 | 05/2022 |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2020 | 07/2020 |
| Arc Homes | Roseville | MN | 10/2019 | 03/2020 |
| Full-Time Student | Marshfield | WI | 08/2008 | 05/2019 |
| Gradient Securities, Llc | Arden Hills | MN | 11/2020 | 05/2022 |
| Gradient Investments, Llc | Arden Hills | MN | 02/2022 | 05/2022 |
| Harbour Investments, Inc. | Madison | WI | 05/2022 | Present |
| Neufeld Capital Management | Marshfield | WI | 05/2022 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Neufeld Capital Management - DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
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