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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-19 |
| IL | RA | APPROVED | 2025-02-19 |
| WI | RA | APPROVED | 2024-10-10 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
4466 Cty Hwy P, Suite 107, Jackson, WI 53037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequent Planning Llc | Jackson | WI | 10/2024 | Present |
| Ellsworth Adhesives | Germantown | WI | 12/2016 | 04/2025 |
| Trans International | Menomonee Falls | WI | 07/2013 | 11/2016 |
1) MADCO REAL ESTATE HOLDINGS LLC - OWNER. 4/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE COLLECTING RENT ON REAL ESTATE PROPERTY. SPEND 5 HRS/MONTH ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 3371 QUAAS DRIVE, WEST BEND, WI 53095. 2) 363 MAIN STREET LLC - OWNER. 5/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE COLLECTING RENT ON REAL ESTATE PROPERTY. SPEND 5 HRS/MONTH ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 3371 QUAAS DRIVE, WEST BEND, WI 53095.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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