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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-09-27
  • WI RA
    APPROVED
    Since 2019-09-27

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

2523 W. Folsom Street Suite A1, Eau Claire, WI 54703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bernicke Wealth Management, Ltd. Altoona WI 06/2016 09/2019
Triad Advisors, Llc Altoona WI 01/2018 09/2019
Triad Advisors, Inc. Altoona WI 06/2016 12/2017
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 09/2019 Present
Decades Financial, Llc Eau Claire WI 09/2019 Present
Michael Brahmer - Referror Of Gusto Hr Services Eau Claire WI 04/2020 09/2024
Michael G Brahmer Eau Claire WI 06/2005 Present
  • 06/2016 → 09/2019
    Bernicke Wealth Management, Ltd.
    Altoona, WI
  • 01/2018 → 09/2019
    Triad Advisors, Llc
    Altoona, WI
  • 06/2016 → 12/2017
    Triad Advisors, Inc.
    Altoona, WI
  • 09/2019 → Present
    Scottsdale, AZ
  • 09/2019 → Present
    Decades Financial, Llc
    Eau Claire, WI
  • 04/2020 → 09/2024
    Michael Brahmer - Referror Of Gusto Hr Services
    Eau Claire, WI
  • 06/2005 → Present
    Michael G Brahmer
    Eau Claire, WI
Previous Registrations
Other Businesses

1.) DECADES FINANCIAL, LLC - ASSOCIATE/MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - EAU CLAIRE, WI - SINCE 09/2019 - INVESTMENT RELATED 2.) MICHAEL G BRAHMER - LICENSED INSURANCE AGENT - NON-VARIABLE INSURANCE - EAU CLAIRE, WI - SINCE 06/2005 - INVESTMENT RELATED 3.) DECADES FINANCIAL, LLC - CPA - TAX ADVICE - EAU CLAIRE, WI - SINCE 02/2006 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-27
  • S63 Uniform Securities Agent State Law Examination
    2005-04-27
Designations
Other Names
  • Mike Gregory Brahmer
  • Mike Brahmer
  • Michael Brahmer

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