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8383 Greenway Boulevard Suite 600, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-15 |
| FL | RA | APPROVED | 2026-05-19 |
| WI | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-01-22 |
Branch Locations
8383 Greenway Boulevard Suite 600, Middleton, WI 53562 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vs Networks Llc | Chicago | IL | 05/2015 | 01/2019 |
| Lpl Financial, Llc | Glenview | IL | 09/2018 | 01/2024 |
| Capital Point Financial Group, Ltd. | Glenview | IL | 07/2019 | 01/2024 |
| Kerberrose Wealth Management, Llc | Green Bay | WI | 01/2024 | 12/2025 |
| Apw Inc | Green Bay | WI | 01/2024 | 03/2024 |
| Apw Inc | Green Bay | WI | 03/2024 | 12/2025 |
| Shellcrest Financial Llc | Middleton | WI | 12/2025 | Present |
1. Bartek Capital LLC, yes, 3202 Ridgewood Dr. Wausau WI 54401, Member, 9/1/2022, 0 Hours Per Month/ 0 Hours during securities trading,. 2. Independent Insurance Agent for various Insurance Companies, yes, 487 Riverwood Lane Green Bay WI 54313, Insurance, Insurance Agent, 1/17/24, 4 hours per month, 0 hours during trading hours, insurance agent. 3. D. Zagzebski Family Foundation, Inc. Director of a family foundation Since 09/2025 Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-15 |
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