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1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-09 |
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Buy | Fort Collins | CO | 06/2017 | 10/2020 |
| Rally House | Des Peres | MO | 09/2016 | 06/2017 |
| Rally House | Fenton | MO | 04/2016 | 09/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 03/2022 |
| Northwestern Mutual Investment Services Llc | Wellington | CO | 01/2021 | 09/2024 |
| Best Buy | Fort Collins | CO | 10/2020 | 04/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2021 | 03/2022 |
| Steven Weigandt | Loveland | CO | 04/2022 | 09/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 09/2024 |
| Perspective Wealth Advisors Llc Dba Perspective Wealth Advisors | Loveland | CO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-16 |
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