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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-11-30 |
Branch Locations
11414 West Park Place Ste. 202, Milwaukee, WI 53224 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrix Packaging Machinery, Llc | Saukville | WI | 06/1991 | 03/2019 |
| Truemarc Consulting, Llc | Cedarburg | WI | 04/2019 | Present |
| Wealth Partners Financial Services, Llc | Mequon | WI | 05/2020 | 10/2020 |
| Mutual Advisors, Llc. | Omaha | NE | 11/2020 | Present |
1. The Sandstone Group, Inc., Start Date: 01/01/2019, 4900 W. Electric Ave., West Milwaukee, WI 53219, Corporation, Manufacturing of food service equipment, Member of the Board of Directors, Provide general guidance to board of directors and management team, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 2. Wealth Partners Financial, LLC., Start Date: 01/01/2023, 11414 West Park Place, Ste. 202, Milwaukee, WI 53224, LLC, Operating entity for TVG Financial, Member, Member, Responsible for operation of entity, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
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