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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-05 |
| WI | RA | APPROVED | 2021-02-19 |
Branch Locations
725 Heartland Trl Ste 200, Madison, WI 53717 • United States
Fitchburg, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Madison | WI | 03/2005 | 02/2021 |
| Jdh Cranberries Inc. | Necedah | WI | 05/2004 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Fitchburg | WI | 05/2005 | Present |
| Dandy Creek Cranberries | Necedah | WI | 08/2007 | Present |
| Jwh Group Llc | Madison | WI | 09/2018 | Present |
| Wscga | Wisconsin Rapids | WI | 01/2005 | Present |
| Ameriprise Financial Services Llc | Madison | WI | 02/2021 | Present |
Real Estate Ownership; Lot/Land; n/a, , necedah, WI, 54646; Not Investment-Related; 07/12/2000. Business Ownership; JWH Group LLC; pass through entity for business expenses; pass through entity for business expenses; 725 Heartland Trail Ste 200, , Madison, WI, 53717; Investment-Related; 12/08/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Bishops Bay Country Club; N/a; 3500 Bishops Bay Drive, , Middleton, WI, 53562; Not Investment-Related; 06/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-22 |
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