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110 East 2Nd Street, Marshfield, WI 54449 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Solutions Llc | Marshfield | WI | 02/2025 | Present |
| Schmitty'S On Main | Neillsville | WI | 04/2017 | 08/2024 |
| Neillsville Country Club, Llc | Neillsville | WI | 05/2024 | 08/2024 |
| Student | Neillsville | WI | 01/2015 | 04/2017 |
| Student | La Crosse | WI | 09/2020 | 12/2024 |
Other business activity - Independent insurance agency; Position - Agent; Address - 110 East 2nd Street, Marshfield, WI 54449; Investment related? - No; Date commenced - July 2025; Approximate hours spent on this activity during the month - 8; Approximate number of hours spent on this activity during trading hours - 8
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
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