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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-22 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
1477 S Knowles Ave, Ste 100, New Richmond, WI 54017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ja Counter | New Richmond | WI | 10/2015 | 01/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2016 | 05/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | 05/2025 |
| Alera Investment Advisors, Inc | New Richmond | WI | 05/2025 | Present |
| Osaic Wealth, Inc | Scottsdale | AZ | 05/2025 | Present |
| Alera Group | New Richmond | WI | 01/2018 | Present |
1. OWNER OF RENTAL RESIDENTIAL & COMMERCIAL RENTAL PROPERTIES, 1987 104TH ST, NEW RICHMOND, WI, 12/01/2010. NIR - 0 HRS. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 6/2016 AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 10/TRADING. 06/22/16 3. JAC DBA, 1477 S KNOWLES AVE, STE 200, NEW RICHMOND, WI, 01/2018 DBA for Advisory Business 4. ALERA GROUP, 3 PARKWAY NORTH, STE 00, DEERFIELD, IL, BOARD MEMBER, 02/15/21, 80 hr/yr- 60/trading hr. 5. 2LMK, LLC, 1987 104th Street, New Richmond WI 54017, United States, 02/29/2024, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING 6. ALERA GROUP, 1477 S Knowles Ave, Ste 200, New Richmond WI 54017, United States, 03/01/1990, W2 Employee, Insurance/Benefits/Human Resources, NIR, 240 HR/MO - 160 HR/MO TRADING 7. 2LMK, LLC POSITION: President/Chair NATURE: 2LMK is a family limited partnership owned 80% Karl and Linda Skoglund, 10% by our son, Matthew Skoglund and 10% by our daughter, Lauren Skoglund. The entity holds investment accounts from the sale of JA Counter & Associates to Alera Group and rental real estate including farmland, duplex apartments, and a rental property in Costa Rica. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1987 104th Street, New Richmond WI 54017, United States DESCRIPTION: Manage the management team that invests my portfolio (Andy Rineck and City National Rockdale) and the property manager that manages the rental property in Costa Rica
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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