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Hartland, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purpose Comprehensive Wealth Management | Weddington | NC | 01/2021 | 04/2025 |
| Potawatomi Hotel And Casino | Milwaukee | WI | 11/2018 | 01/2021 |
| Software One | Waukesha | WI | 01/2011 | 11/2018 |
| Elevated Private Wealth | Hartland | WI | 04/2025 | Present |
PURPOSE PORTFOLIO MANAGEMENT, LLC; NOT INVESTMENT-RELATED; BROOKFIELD, WI; OWNER; START 4/2022; APPROXIMATELY 0 HRS/MO DURING TRADING HOURS; SALARY PAID THROUGH LLC. AUGUSTINER ACRES, LLC; NOT INVESTMENT-RELATED; WI; OWNER; START DATE: 1/2023; APPROXIMATELY 0 HRS/MO DURING TRADING HOURS; OWNS FARM LAND KARSTEN WEALTH, LLC; NOT INVESTMENT RELATED; BROOKFIELD, WI; OWNER; START DATE: 4/2022; APPROXIMATELY <1HRS/MO TOTAL AND DURING TRADING HOURS; COMPENSATED THROUGH LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
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