Best Investors Account Sign in
Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-21
  • WI RA
    APPROVED
    Since 2026-01-21

Branch Locations

Brookfield, WI • United States

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Annex Wealth Management Elm Grove WI 08/2021 12/2025
U.S. Bank Boston MA 11/2018 08/2021
True Value Boston MA 10/2018 11/2018
Stifel Nicolaus Mankato MN 08/2018 09/2018
Grandma's Sports Garden Duluth MN 08/2015 04/2018
Mcdonalds Mankato MN 04/2018 08/2018
Aprio Wealth Management, Llc Atlanta GA 01/2026 Present
  • 08/2021 → 12/2025
    Annex Wealth Management
    Elm Grove, WI
  • 11/2018 → 08/2021
    U.S. Bank
    Boston, MA
  • 10/2018 → 11/2018
    True Value
    Boston, MA
  • 08/2018 → 09/2018
    Stifel Nicolaus
    Mankato, MN
  • 08/2015 → 04/2018
    Grandma's Sports Garden
    Duluth, MN
  • 04/2018 → 08/2018
    Mcdonalds
    Mankato, MN
  • 01/2026 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-25
  • S65 Uniform Investment Adviser Law Examination
    2021-10-25
Designations

View on SEC IAPD

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor