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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-21 |
Branch Locations
377 E Butterfield Rd Ste 400, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc. | Crystal Lake | IL | 04/2021 | 04/2022 |
| Raymond James Financial Services, Inc. | Crystal Lake | IL | 05/2022 | 10/2022 |
| Raymond James Financial Services Advisors, Inc. | Crystal Lake | IL | 05/2022 | 10/2022 |
| Summit Wealth Strategies | Crystal Lake | IL | 06/2022 | 10/2022 |
| Olesen Financial Group | Crystal Lake | IL | 05/2022 | 10/2022 |
| Olesen Tax | Crystal Lake | IL | 06/2022 | 10/2022 |
| Retail Data Llc | Algonquin | IL | 11/2022 | 12/2022 |
| Fieldwork Nrc, Inc | Schaumburg | IL | 11/2022 | 02/2023 |
| Uw Stevens Point | Stevens Point | WI | 01/2015 | 05/2018 |
| Enterprise Rent A Car | Barrington | IL | 06/2018 | 06/2019 |
| Adp | Elk Grove Village | IL | 06/2019 | 09/2020 |
| Rodgers Financial Group | Crystal Lake | IL | 08/2020 | 05/2022 |
| Raymond James | Crystal Lake | IL | 05/2022 | 09/2022 |
| Lpl Financial | Crystal Lake | IL | 10/2022 | 07/2023 |
| Matthew Thompson | Lombard | IL | 07/2023 | 08/2023 |
| Matthew Thompson | Lombard | IL | 08/2023 | Present |
| Northwestern Mutual Investment Services Llc | Lombard | IL | 09/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
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