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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-28 |
Branch Locations
7001 West Edgerton Avenue, Greenfield, WI 53220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Franklin | WI | 12/2018 | 04/2021 |
| Us Bancorp Fund Services | Milwaukee | WI | 12/2013 | 11/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2018 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Racine | WI | 04/2021 | 09/2023 |
| Wells Fargo Bank, Na | Racine | WI | 04/2021 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 09/2023 | 03/2025 |
| Bank Of America, N.A. | Milwaukee | WI | 10/2023 | 03/2025 |
| Cetera Investment Services Llc | Greenfield | WI | 03/2025 | Present |
| Cetera Investment Advisers Llc | St Cloud | MN | 03/2025 | Present |
| Pyramax Bank, Fsb | Greedfield | WI | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
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