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122 N. 2Nd Street, River Falls, WI 54022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Design Services, Llc | River Falls | WI | 12/2019 | 09/2020 |
| Portfolio Design Services, Llc | River Falls | WI | 09/2020 | 01/2024 |
| Tille Family | River Falls | WI | 12/2006 | 12/2019 |
| Portfolio Design Services, Llc | River Falls | WI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-11 |
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