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33 E. Main Street Suite 440, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| WI | RA | APPROVED | 2024-09-04 |
Branch Locations
15420 W. Capitol Drive, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2015 | 06/2019 |
| Voyos Development Group Llc | Middleton | WI | 06/2019 | 02/2020 |
| Securities America, Inc. | Middleton | WI | 02/2020 | 09/2020 |
| University Of Wisconsin - Eau Claire | Eau Claire | WI | 01/2021 | 05/2021 |
| Indiana University - Kelley School Of Business | Bloomington | IN | 05/2021 | 06/2022 |
| Indiana University - Kelley School Of Business | Bloomington | IN | 06/2021 | 05/2022 |
| Orgel Wealth Management | Altoona | WI | 06/2022 | 07/2024 |
| Goldstein Advisors | Middleton | WI | 06/2018 | 05/2019 |
| Goldstein Advisors | Middleton | WI | 06/2019 | 12/2020 |
| Resonant Capital Advisors | Madison | WI | 07/2024 | Present |
| Resonant Capital Advisors, Llc | Madison | WI | 07/2024 | Present |
Teach an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business. I receive no commissions/incentives for this role, other than a salary of $6,000/per semester.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
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