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N168 W21931 Main Street, Jackson, WI 53037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw Madison | Madison | WI | 08/2015 | 08/2019 |
| Wyndham Destinations | Baraboo | WI | 05/2017 | 01/2019 |
| Gordons Dining And Event Center | Madison | WI | 08/2015 | 09/2018 |
| Wyndham Destinations | Wisconsin Dells | WI | 07/2019 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2020 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 10/2020 | 02/2022 |
| Kalos Capital, Inc. | Alpharetta | GA | 02/2022 | 07/2022 |
| Retirement Income Strategies, Llc | Evansville | WI | 02/2022 | 08/2022 |
| Securian Financial Services Inc | St Paul | MN | 08/2022 | 08/2023 |
| North Star Resource Group | Madison | WI | 08/2022 | 12/2025 |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 12/2025 |
| Superior Financial Services, Inc. | Jackson | WI | 01/2026 | Present |
| Haese Financial Group Inc | Jackson | WI | 01/2026 | Present |
Superior financial Services, Inc. register rep
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-03 |
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