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Current Employers
Titletown Wealth Management, Llc

1221 Bellevue Street Suite 102, Green Bay, WI 54302 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-14
TX RA APPROVED_RES 2020-06-17
  • WI RA
    APPROVED
    Since 2025-10-14
  • TX RA
    APPROVED_RES
    Since 2020-06-17

Branch Locations

1221 Bellevue Street Suite 102, Green Bay, WI 54302 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2023-01-03 → 2026-01-14
    Appleton, WI
    St Augustine, FL
  • 2021-06-08 → 2021-12-31
    Key Financial Group Of Jacksonville, Inc.
    Green Bay, WI
    Jacksonville, FL
  • 2017-10-23 → 2020-05-29
    Woodbury Financial Services, Inc.
    Green Bay, WI
  • 2016-05-20 → 2017-10-31
    Green Bay, WI
    Woodbury, MN
    New London, WI
    Sturgeon Bay, WI
    Green Bay, WI
    Marinette, WI
    Green Bay, WI
    De Pere, WI
  • 2011-05-27 → 2016-05-24
    Duluth, MN
    Waupun, WI
    Menomonee Falls, WI
    Plymouth, WI
    Sheboygan Falls, WI
    Sheboygan, WI
    Cedar Grove, WI
    Sheboygan, WI
    Milwaukee, WI
  • 2009-06-15 → 2011-06-21
    Sheboygan, WI
    Sheboygan, WI
    Appleton, WI
    Appleton, WI
    Kimberly, WI
  • 2007-02-20 → 2009-06-01
    Chase Investment Services Corp.
    Deerfield, IL
    Butler, WI
    Milwaukee, WI
    Milwaukee, WI
    Chicago, IL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-13
S63 Uniform Securities Agent State Law Examination 2005-08-10
  • S65 Uniform Investment Adviser Law Examination
    2007-06-13
  • S63 Uniform Securities Agent State Law Examination
    2005-08-10
Designations

View on SEC IAPD

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