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Shorewood, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
| CA | RA | APPROVED | 2025-06-03 |
| IL | RA | APPROVED | 2025-06-03 |
| MN | RA | APPROVED | 2025-06-03 |
| NH | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-06-03 |
| WI | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 01/2018 | 07/2019 |
| Silvertree, Llc | Stevens Point | WI | 01/2018 | 07/2019 |
| Cjg Investments | Plover | WI | 12/2016 | 12/2017 |
| Hougum Law Firm, Llc | Wausau | WI | 11/2014 | 12/2016 |
| Lululemon | Grand Chute | WI | 07/2019 | 02/2022 |
| Investment Planners, Inc. | Neenah | WI | 11/2021 | 10/2024 |
| The Sports Shed Dba Brighton Acres | Oshkosh | WI | 10/2024 | Present |
| Tower View Wealth Management Llc | Shorewood | WI | 02/2025 | Present |
I am the treasurer/board member for the local Wild Youth Wrestling Club. I am not compensated for this work. Additionally I also am employed by The Sports Shed, DBA Brighton Acres as a part time wedding coordinator, I am compensated at an hourly wage of $25 per hour. Both of these activities are done after market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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