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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-24 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
Tarpon Springs, FL • United States
Tarpon Springs, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratera Holdings Llc | Dallas | TX | 06/2014 | 04/2018 |
| Patrick Capital Markets | St. Louis | MO | 07/2018 | 05/2019 |
| Nelson Partners Student Housing, Llc | Aliso Viejo | CA | 05/2018 | 05/2019 |
| Aei Securities, Inc. | St. Paul | MN | 02/2021 | Present |
| Aei Fund Management, Inc. | St. Paul | MN | 02/2021 | Present |
| Unemployed | Prior Lake | MN | 06/2019 | 02/2021 |
1-TradeBacked Inc-2980 NE 207th St. 300 FL, Aventura, FL 33180. Leaseback to SME's-Director of Sales and Distribution. Start Date:5/28/2025. 20 Hours per week during regular market hours. 15 Hours per week during non-market hours. 2-Insurance sale of fixed annuities and life products. 10 hours per week, 5 hour during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-22 |
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