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1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-23 |
Branch Locations
1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brenton Cashore | Madison | WI | 06/2019 | 01/2021 |
| Bronfman E. L. Rothschild | Madison | WI | 01/2019 | 06/2019 |
| Athletic Business Office | Madison | WI | 01/2016 | 12/2018 |
| Northwestern Mutual Investment Services, Llc. | Middleton | WI | 07/2019 | 07/2024 |
| Sentinel Advisory Group, Llc | Middleton | WI | 07/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 12/2025 |
1. Fixed insurance sales; as of 7/01/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Costanzo Rentals, LLC; an entity created for the purpose of owning and managing residential real estate at 205 Simon Crestway, Waunakee, WI 53597, as of 8/06/2025; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-09 |
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