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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 | 2023-11-13 |
Branch Locations
1749 Spakenburg Road, Holmen, WI 54636 • United States
West Salem, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluff View Bank / Bluff View Investment Solutions | Holmen | WI | 03/2018 | Present |
| Galesville Pharmacy | Galesville | WI | 08/2016 | 03/2018 |
| Bluff View Bank | Holmen | WI | 06/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2021 | Present |
| Cetera Investment Advisers Llc | Holmen | WI | 11/2023 | Present |
MARKETING COMMITTEE, SOCIAL MEDIA MANAGER & CUSTOMER SERVICE REP FOR BLUFF VIEW BANK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-08 |
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