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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-09 |
| AZ | RA | APPROVED | 2021-08-16 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Wausau | WI | 08/2012 | 11/2017 |
| Woodbury Financial Services Inc | Wausau | WI | 11/2017 | 04/2018 |
| Brickheimer Planners | Wausau | WI | 09/2012 | 04/2018 |
| Bradle Tax Services | Wausau | WI | 04/2018 | 04/2019 |
| Wipfli Llp | Wausau | WI | 04/2019 | 08/2021 |
| Pfs Investments Inc. | Wausau | WI | 03/2020 | 12/2020 |
| United Planners Financial Services | Scottsdale | AZ | 08/2021 | Present |
| Michelle Bergmann | Wausau | WI | 08/2013 | 11/2021 |
| Michelle Bergmann | Wausau | WI | 07/2021 | 10/2023 |
1.) MICHELLE BERGMANN - SELLER - SELLING SECOND-HAND ITEMS ON POSHMARK - WAUSAU, WI - SINCE 05/2022 - NOT INVESTMENT RELATED 2.) MARATHON COUNTY LITERACY COUNCIL - TREASURER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - WAUSAU, WI - SINCE 05/2024 - NOT INVESTMENT RELATED 3.) COMMON CENTS - INVENTOR/CREATOR - TEACHING/COACHING - WAUSAU, WI - SINCE 09/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-31 |
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