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900 North Shore Drive Suite 279, Lake Bluff, IL 60044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-20 |
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