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Current Employers
Landolt Securities, Inc.

900 North Shore Drive Suite 279, Lake Bluff, IL 60044 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-09-07
  • WI RA
    APPROVED
    Since 2017-09-07

Branch Locations

2125 W. Washington St., West Bend, WI 53095 • United States

900 North Shore Drive Suite 279, Lake Bluff, IL 60044 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Investment Center Inc Pewaukee WI 04/2013 09/2017
Ic Advisory Services Inc Pewaukee WI 04/2013 09/2017
Landolt Securities, Inc. Antioch IL 09/2017 Present
  • 04/2013 → 09/2017
    The Investment Center Inc
    Pewaukee, WI
  • 04/2013 → 09/2017
    Ic Advisory Services Inc
    Pewaukee, WI
  • 09/2017 → Present
    Antioch, IL
Previous Registrations
  • 2013-04-17 → 2017-09-06
    Ic Advisory Services, Inc.
    Pewaukee, WI
    Bedminster, NJ
  • 2012-05-10 → 2013-04-08
    Td Ameritrade, Inc.
    Brookfield, WI
  • 2012-05-10 → 2013-04-08
    Td Ameritrade Investment Management, Llc
    Brookfield, WI
Other Businesses

1. Oaktree Brokerage Insurance Agent selling term life insurance. Approx 2 hrs per month. Established 6/2015. 2. Tax Center of Wisconsin, LLC. Owner TAX PREP AND ACCOUNTING, 30 hrs per month during tax season. start 1/2015 3. Eulert Accounting LLC, Partner, business accounting, payroll and tax services. 30 hours per month, start July 2018. 4. Nathan Derks Insurance, investment related, 2395 W. Washington St. Ste. 104 West Bend WI 53095, fixed annuity sales, sole proprietor, 11/23/22, 1 hour/month not during trading hours 5. DFG Properties, LLC, not investment related, 2125 W. Washington St. West Bend WI 53095, personal real estate ownership, owner/member, start 6/1/2023, 1 hour/month not during trading hours 6. Erin Youth Baseball Club, not investment related, 1846 WI-83 Hartford WI 53027, youth baseball, board member, treasurer, start 12/10/2025, 2 hours/month not during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-02
S63 Uniform Securities Agent State Law Examination 2010-04-20
  • S66 Uniform Combined State Law Examination
    2012-05-02
  • S63 Uniform Securities Agent State Law Examination
    2010-04-20

View on SEC IAPD

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