Best Investors Account Sign in
Inactive

Sophia Reyes Bradshaw Zundel

Tower View Wealth Management LLC

Shorewood, WI

Fox Point, WI

Claim This Profile
Current Employers
Tower View Wealth Management Llc

Shorewood, WI • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-02
CA RA APPROVED 2021-02-10
IL RA APPROVED 2021-02-10
MN RA APPROVED 2021-02-10
NH RA APPROVED 2021-02-10
TX RA APPROVED 2021-02-10
WI RA APPROVED 2021-01-21
  • FL RA
    APPROVED
    Since 2021-03-02
  • CA RA
    APPROVED
    Since 2021-02-10
  • IL RA
    APPROVED
    Since 2021-02-10
  • MN RA
    APPROVED
    Since 2021-02-10
  • NH RA
    APPROVED
    Since 2021-02-10
  • TX RA
    APPROVED
    Since 2021-02-10
  • WI RA
    APPROVED
    Since 2021-01-21

Branch Locations

Shorewood, WI • United States

Fox Point, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird Milwaukee WI 06/2019 12/2020
University Of Wisconsin- Madison Madison WI 09/2015 05/2019
Tower View Investment Management & Research Llc Milwaukee WI 12/2020 Present
  • 06/2019 → 12/2020
    Robert W. Baird
    Milwaukee, WI
  • 09/2015 → 05/2019
    University Of Wisconsin- Madison
    Madison, WI
  • 12/2020 → Present
    Tower View Investment Management & Research Llc
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-24
  • S66 Uniform Combined State Law Examination
    2020-02-24
Designations
Other Names
  • Sophia Reyes Bradshaw Zundel
  • Sophia R Bradshaw
  • Sophie Reyes Bradshaw Zundel

View on SEC IAPD

More in Shorewood, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor