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1221 Bellevue Street Suite 102, Green Bay, WI 54302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED_RES | 2020-06-17 |
Branch Locations
1221 Bellevue Street Suite 102, Green Bay, WI 54302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Green Bay | WI | 05/2016 | 10/2017 |
| Bank Mutual | Green Bay | WI | 05/2016 | 10/2017 |
| Woodbury Financial Services Inc | Green Bay | WI | 10/2017 | 05/2020 |
| Titletown Wealth Management, Llc | Green Bay | WI | 05/2020 | Present |
| Conceptual Financial Advisors, Llc | Appleton | WI | 01/2023 | Present |
1) POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/26/2017 ADDRESS: 1221 BELLEVUE STREET, GREEN BAY WI 54302, United States DESCRIPTION: FINANCIAL PLANNING MAY INVOLVE FIXED INSURANCE 2) TITLETOWN WEALTH MANAGEMENT; INVESTMENT RELATED: YES; INVESTMENT ADVISOR REPRESENTATIVE; GREEN BAY, WI; 5/2020; UP TO 160 HOURS MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-10 |
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