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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-05 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
500 N 1St Street Suite 7000, Wausau, WI 54403 • United States
Plover, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wipfli Financial Advisors, Llc | Wausau | WI | 01/2021 | 09/2022 |
| Wipfli Llp | Wausau | WI | 06/2020 | 12/2020 |
| Unemployed | Wisconsin Rapids | WI | 12/2019 | 05/2020 |
| St. Norbert College | De Pere | WI | 06/2016 | 12/2019 |
| Creative Planning, Llc | Wausau | WI | 10/2022 | Present |
Rental Property; WI; Owner; not investment related; start date 1/4/2021; 1 hour per month/0 hours during trading SunnyLake Co; Not investment related; Plover, WI; Apparel Sales; Owner; Start 6/2026; 5 hours / month; 0 hours / month during securities trading hours; Design T-shirts and use 3rd party website (Printify) to help fill and ship orders
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-12 |
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