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4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-05 |
| WI | RA | APPROVED | 2024-01-05 |
Branch Locations
5951 Mckee Road, Suite 200, Fitchburg, WI 53719 • United States
4707 Perry Ridge Lane, Loves Park, IL 61111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Md Financial / Vestment Financial | Chanhassen | MN | 05/2021 | 01/2023 |
| High School Student | Oakfield | WI | 09/2012 | 06/2017 |
| College Student | Duluth | MN | 09/2017 | 04/2021 |
| Fond Du Lac County - It Department | Fond Du Lac | WI | 07/2015 | 05/2018 |
| Md Financial / Vestment Financial | Chanhassen | MN | 05/2020 | 08/2020 |
| Woodbury Financial Services Inc | Fond Du Lac | WI | 01/2023 | 10/2023 |
| Mosquito Squad Of Northeast Minnesota | Duluth | MN | 05/2019 | 08/2019 |
| Savers, Inc. | Duluth | MN | 05/2018 | 08/2018 |
| Rolling Meadows Golf Course | Fond Du Lac | WI | 05/2014 | 07/2017 |
| Klaas Financial Asset Advisors, Llc | Fitchburg | WI | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
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