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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-01 |
Branch Locations
10401 Innovation Drive Suite 125, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Wauwatosa | WI | 05/2025 | Present |
| Mml Investors Services, Llc | Wauwatosa | WI | 07/2025 | Present |
| Northern Medical | Pewaukee | WI | 10/2002 | 03/2018 |
| Alliance Medical | Cedarburg | WI | 09/2018 | 12/2019 |
| Costco | Grafton | WI | 03/2019 | 05/2019 |
| Medspeed | Milwaukee | WI | 04/2019 | 01/2020 |
| Fedex - Menomonee Falls | Menomonee Falls | WI | 07/2020 | 01/2021 |
| Alto Financial Group | Monroeville | PA | 01/2022 | 05/2025 |
| Betterlife Insurance | Madison | WI | 08/2021 | 01/2025 |
| Lange Medical Llc | Thiensville | WI | 03/2015 | Present |
NAME: LANGE MEDICAL, LLC INV REL: Y ADD: RESIDENTIAL NATURE: MEDICAL DEVICE COMPANY POSITION: PRESIDENT/OWNER START DATE: 03/15/2015 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: MANAGEMENT AND SELLING (2) NAME: ALTO FINANCIAL GROUP INV REL: Y ADD: RESIDENTIAL NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 1/10/2022 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LIFE (3) NAME: VILLIAGE OF THIENSVILLE INV REL: Y ADD: 250 ELM STREET THIENSVILLE WI 53092 NATURE: TRUSTEE POSITION: TRUSTEE START DATE: 04/15/2012 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DUTIES: ELECTED POSITION (4) NAME: DAVID LANGE INV REL: N ADD: RESIDENTIAL NATURE: SINGER POSITION: SINGER START DATE: 1/2/2026 NO. HR/MO:2 NO. HR/MO DURING SEC TRADING:0 DUTIES: PERFORM IN VAROUS VENUES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
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