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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-10-20 |
Branch Locations
1245 Jordan Creek Pkwy Suite 200, W Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beyond The Baseline | Davenport | IA | 06/2017 | 04/2018 |
| Merrill Edge | Chandler | AZ | 06/2021 | 11/2021 |
| Morgan Stanley | Gilbert | AZ | 06/2020 | 03/2021 |
| Unemployed | Bettendorf | IA | 12/2019 | 05/2020 |
| Chase Chaldekas | Lakewood | CO | 11/2022 | 02/2023 |
| Student | Davenport | IA | 01/2015 | 05/2019 |
| Unemployed | Bettendorf | IA | 05/2019 | 08/2019 |
| Enterprise Holdings | Bettendorf | IA | 08/2019 | 11/2019 |
| Unemployed | Surprise | AZ | 04/2021 | 05/2021 |
| Unemployed | Surprise | AZ | 12/2021 | 06/2022 |
| Vanguard | Scottsdale | AZ | 07/2022 | 09/2022 |
| Omada Wealth Management | Lakewood | CO | 10/2022 | 03/2023 |
| Unemployed | Lakewood | CO | 03/2023 | 09/2023 |
| Chase Alexander Chaldekas | Lakewood | CO | 10/2022 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Lakewood | CO | 11/2022 | 02/2023 |
| Chase Alexander Chaldekas | Lakewood | CO | 01/2023 | 02/2023 |
| Keith Erhard | W Des Moines | IA | 10/2023 | Present |
| Northwestern Mutual Investment Services Llc | W Des Moines | IA | 10/2023 | Present |
| Andrew Ross Puhrmann | W Des Moines | IA | 02/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-09 |
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