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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2005-10-11 |
Branch Locations
158 S. Anderson Street Suite #2, Rhinelander, WI 54501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Strategies Group | Rhinelander | WI | 10/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2005 | Present |
1) FIXED INSURANCE SALES, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2) Co-owner of Financial Strategies Group, LLC, entity created to facilitate securities, advisory, and insurance businesses. Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-07 |
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