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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-05-17 |
Branch Locations
4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanglewood Greens | Menomonie | WI | 04/2017 | 10/2019 |
| I Life | Eau Claire | WI | 07/2017 | 08/2020 |
| Northwestern Mutual | Eau Claire | WI | 04/2019 | 09/2019 |
| Student | Eau Claire | WI | 01/2010 | 05/2020 |
| Woodbury Financial Services Inc | Menomonie | WI | 09/2020 | 02/2021 |
| Baird | Eau Claire | WI | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
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