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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-05 |
Branch Locations
70 N Main Street, Fort Atkinson, WI 53538 • United States
320 S. Center Ave., Jefferson, WI 53549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premierbank | Fort Atkinson | WI | 08/2017 | 09/2021 |
| City National Bank | Lawton | OK | 11/2015 | 07/2017 |
| Thrivent Investment Management Inc | Jefferson | WI | 06/2021 | 10/2022 |
| Thrivent Financial | Appleton | WI | 09/2021 | 11/2021 |
| Thrivent Financial | Appleton | WI | 11/2021 | 10/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2025 | Present |
| Cetera Investment Advisers Llc | Jefferson | WI | 04/2025 | Present |
| Premierbank | Fort Atkinson | WI | 11/2022 | Present |
WEALTH ADVISOR FOR PREMIER BANK WORKING IN WEALTH MANAGEMENT & TRUST DEPARTMENT, ABLE TO OPEN FIXED INCOME ACCOUNTS, INVESTMENT ACCOUNTS AND IRAS, PROVIDES INVESTMENT ADVICE (MODELS), WHOLISTIC FINANCIAL PLANNING AND RETIREMENT PLANNING, DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC SECURITIES TRANSACTIONS AND DOES NOT MAKE INVESTMENT DECISIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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