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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-05 |
Branch Locations
5400 King James Way Suite 110, Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenville Middle School | Greenville | WI | 09/2013 | 06/2017 |
| Hortonville High School | Hortonville | WI | 06/2017 | 06/2021 |
| Walmart | Appleton | WI | 02/2019 | 08/2021 |
| Uw Milwaukee | Milwaukee | WI | 09/2021 | 05/2022 |
| Hall Llc | Appleton | WI | 06/2022 | 08/2022 |
| Uw Madison | Madison | WI | 09/2022 | 05/2025 |
| Bank First | Appleton | WI | 05/2023 | 08/2024 |
| Wealth Distribution Strategies | Verona | WI | 05/2025 | Present |
1) WEALTH DISTRIBUTION STRATEGIES - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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