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540 South Westland Drive, Appleton, WI 54914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-21 |
Branch Locations
540 South Westland Drive, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | 10/2024 |
| Fellowship Of Catholic University Students | Genesee | CO | 01/2019 | 05/2021 |
| St. Paul University Catholic Foundation, Inc | Madison | WI | 05/2012 | 12/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2020 | 10/2024 |
| St. Paul University Catholic Foundation, Inc. | Madison | WI | 09/2020 | 09/2024 |
| Hackl Financial Llc | Appleton | WI | 08/2020 | Present |
| Stonehaven Wealth & Tax Solutions | Appleton | WI | 10/2024 | Present |
1) EVANGELICAL CATHOLIC, 6602 NORMANDY LANE, FLR 2, MADISON, WI, BOARD MEMBER OF A NON-PUBLIC ENTITY, 06/01/19, NIR, 2/MO- 1/TRADING 2) STEPHEN AND LAUREL BROWN FOUNDATION 365 EAST CAMPUS MALL, STE 200, MADISON, WI, BOARD MEMBER OF A NON-PUBLIC ENTITY, 05/17/21, NIR, 16 HR/YR- 15/TRADING HR. 3) HACKL FINANCIAL, 540 S Westland Drive, Appleton WI 54914, 08/14/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, APPROX. 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-14 |
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