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806 Valley Road, Suite 14, Menasha, WI 54952 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-16 |
Branch Locations
806 Valley Road, Suite 14, Menasha, WI 54952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiara Investment Management Llc | Appleton | WI | 08/2009 | Present |
(non investment-related business) Kobussen Buses Ltd, W914 County Road CE, Kaukauna, WI 54130. Seasonal, part-time bus driver (Aug. 2018), approx. 25 hours per month (0 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-26 |
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