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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-05 |
Branch Locations
N88 W16624 Appleton Ave Suite 5, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whistling Straits | Sheboygan | WI | 06/2015 | 09/2017 |
| Fleet Farm | Plymouth | WI | 10/2016 | 04/2017 |
| Schaefer Power Systems | Grafton | WI | 09/2017 | 08/2018 |
| The Cleaning Authority | Cedarburg | WI | 12/2018 | 07/2021 |
| Unemployed | Thiensville | WI | 08/2018 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Mequon | WI | 06/2022 | 12/2023 |
| Open Door Bible Church | Port Washington | WI | 05/2022 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2023 | 12/2023 |
| E2 Retirement Consulting | Menomonee Falls | WI | 01/2024 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2024 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)e2 Retirement Consulting - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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