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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-03 |
| WI | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 10/2014 | 08/2017 |
| Optimum Financial Group, Llc | Minnetonka | MN | 01/2000 | Present |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | 01/2025 |
| Packerland Brokerage Services | Green Bay | WI | 01/2025 | Present |
Optimum Financial Group, LLC; Investment-Related; 14409 Woodhill Ter., Minnetonka, MN 55345; Financial Planning; Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-13 |
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