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6123 Green Bay Rd Suite 200, Kenosha, WI 53142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-11 |
Branch Locations
6123 Green Bay Rd Suite 200, Kenosha, WI 53142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jds Professional Group | Englewood | CO | 12/2019 | 10/2021 |
| Marrs Sevier & Co | Lakewood | CO | 11/2017 | 11/2019 |
| None | Lakewood | CO | 04/2017 | 10/2017 |
| Hanson & Co Cpa's | Denver | CO | 02/2017 | 04/2017 |
| None | Lakewood | CO | 05/2016 | 01/2017 |
| Thrivent Investment Management Inc | Kenosha | WI | 10/2021 | 08/2025 |
| Thrivent Financial | Appleton | WI | 11/2021 | 03/2022 |
| Thrivent Financial | Appleton | WI | 03/2022 | 08/2025 |
| Park Avenue Securities | Pewaukee | WI | 07/2025 | 01/2026 |
| Guardian Life Insurance Company | Pewaukee | WI | 07/2025 | 01/2026 |
| Independent Wealth Management Llc | Kenosha | WI | 01/2026 | Present |
Name: Rental real estate Title: Joint owner Start Date:2019/02/01 Address: 20328 Crabtree St, Chugiak, AK 99567 Responsibilities Duties: Bookkeeping and tax compliance 1 total hour per month 0 during securities trading hours Investment related 1% annual compensation Name: Insurance broker Title: Broker Start Date:2026/01/08 Address: 3312 47th Ave Kenosha, WI 53144 Description: Comparing and writing life and long-term care insurance solutions for JFLP clients only if they do not have a relationship with an insurance agent 0 total hour per month 4 during securities trading hours Investment related 5% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-24 |
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