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Hartland, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-15 |
Branch Locations
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purpose Comprehensive Wealth Management | Verona | WI | 01/2021 | 04/2025 |
| Self Employed | Waxhaw | NC | 05/2018 | 01/2021 |
| Paper Transport | Green Bay | WI | 10/2013 | 05/2018 |
| Elevated Private Wealth | Hartland | WI | 04/2025 | Present |
1) Dupart Wealth Management, LLC; Not investment-related; Weddington, NC; Owner; Start 8/2022; Approximately 0 hrs/mo during trading hours; salary paid through LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-15 |
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