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1325 W Towne Square Road, Mequon, WI 53092-5047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
Branch Locations
1325 W Towne Square Road, Mequon, WI 53092-5047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arrowhead High School | Hartland | WI | 10/2012 | Present |
| Airgas | Germantown | WI | 04/2014 | 12/2018 |
| Denali Wealth Management, Inc. | Mequon | WI | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-28 |
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