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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-06 |
Branch Locations
926 Willard Dr Suite 244, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dreyer Wealth Management | Appleton | WI | 10/2024 | Present |
| Nicknack Vintage | Appleton | WI | 01/2022 | 10/2024 |
| Alta Resources | Neenah | WI | 06/2022 | 12/2022 |
| Beckets | Oshkosh | WI | 02/2022 | 08/2022 |
| Olive Garden | Appleton | WI | 10/2021 | 02/2022 |
| Pullmans Restaurant | Appleton | WI | 08/2021 | 10/2021 |
| Fox Valley Technical College | Appleton | WI | 09/2018 | 08/2021 |
| Rennes Health & Rehab | Appleton | WI | 09/2019 | 02/2022 |
| Nicolet Staffing Agency | Appleton | WI | 09/2018 | 09/2019 |
| Evergreen Retirement Community | Oshkosh | WI | 01/2018 | 09/2019 |
| Cozumel Mexican Restaurant | Oshkosh | WI | 09/2017 | 08/2018 |
| Olive Garden | Oshkosh | WI | 09/2017 | 06/2018 |
| Walmart | Oshkosh | WI | 02/2016 | 05/2017 |
| Oshkosh West High School | Oshkosh | WI | 09/2014 | 06/2018 |
| Harbour Investments, Inc | Madison | WI | 06/2025 | Present |
1)Dreyer Wealth Management - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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