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660 John Nolen Drive, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-14 |
Branch Locations
Cottage Grove, WI • United States
660 John Nolen Drive, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wea Investment Services | Madison | WI | 02/2025 | Present |
| Wea Member Benefits | Madison | WI | 05/2023 | 05/2024 |
| Outdoor Living Unlimited, Llc | Waukesha | WI | 06/2024 | Present |
| University Of Wisconsin-Madison | Madison | WI | 09/2023 | 05/2024 |
| Fresh Madison Market | Madison | WI | 11/2022 | 05/2023 |
| Siding Unlimited, Llc | Waukesha | WI | 06/2019 | 01/2023 |
| Pitaya, Inc | Madison | WI | 11/2021 | 05/2022 |
| Nature Hill Middle School | Oconomowoc | WI | 09/2013 | 06/2017 |
| Oconomowoc High School | Oconomowoc | WI | 09/2017 | 06/2021 |
| University Of Wisconsin-Madison | Madison | WI | 09/2021 | 12/2024 |
| Wea Member Benefits | Madison | WI | 01/2025 | Present |
| Wea Financial Advisors | Madison | WI | 02/2025 | Present |
1)Outdoor Living Unlimited, LLC. It is not investment related--it is an exterior home remodeling company at 665 Larry Court, Waukesha WI. Began June of 2024. Maybe 3-6 hours per month. All on weekends so outside of trading hours. I step in for a showroom shift on occasion--just there to open the place and allow for potential customers to view our products and services when other employees are sick. 2) WEA Member Benefits, investment related, Madison, WI, retirement planning/owner of BD, Financial Planning Specialist, 1/2025, 120 hours/month, Assist 403(b) and IRA program members with program questions. 3) WEA Financial Advisor, investment related, Madison, WI, RIA, Financial Planner, 02/2025, 40 hours/month, assist 403(b) and IRA program members with program questions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-23 |
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