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731 North Water Street Suite 790, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-12 |
Branch Locations
731 North Water Street Suite 790, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kangaroo Brands | Milwaukee | WI | 05/2016 | 01/2017 |
| Groth And Associates | Waukesha | WI | 01/2017 | 04/2017 |
| Not Employed | Waukesha | WI | 05/2017 | 05/2017 |
| Johnson Controls Inc. | Milwaukee | WI | 06/2017 | 05/2018 |
| Cla | Milwaukee | WI | 06/2018 | 09/2018 |
| Not Employed | Milwaukee | WI | 10/2018 | 12/2018 |
| Ey | Milwaukee | WI | 01/2019 | 12/2022 |
| Vantage Financial Partners, Llc | Elm Grove | WI | 01/2023 | 11/2025 |
| Full Time Student | Waukesha | WI | 09/2014 | 12/2018 |
| Operose Advisors Llc | Milwaukee | WI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
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