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12970 West Bluemound Road Suite 105, Elm Grove, WI 53122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2014-09-18 |
| IL | RA | APPROVED | 2004-08-25 |
| WI | RA | APPROVED | 2003-04-30 |
Branch Locations
12970 West Bluemound Road Suite 105, Elm Grove, WI 53122 • 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 |
|---|---|---|---|---|
| Gtg Wealth Management, Llc | Elm Grove | WI | 03/2003 | Present |
1% OWNER OF FAMILY LIFE FINANCIAL SERVICES OF WISCONSIN, LLC ("FLFS") WHICH IS LOCATED IN THE SAME OFFICE AS GTG WEALTH MANAGEMENT. THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT GENERALLY ACCOUNTS FOR APPROXIMATELY 1% OF THE REGISTRANT'S TIME DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-03 |
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