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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-27 |
| WI | RA | TEMPREG | 2026-08-27 |
Branch Locations
2924 Marketplace Drive Suite 200, Fitchburg, WI 53719 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Midwest Financial Group | Madison | WI | 04/2011 | Present |
| Sii Investmets | Madison | WI | 05/2011 | 11/2017 |
| Commonwealth Financial Network | Waltham | MA | 11/2017 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 08/2026 |
| Osaic Wealth Inc | Scottsdale | AZ | 08/2026 | Present |
1. MIDWEST FINANCIAL GROUP POSITION: Chief Operations Officer NATURE: 5% owner of operating S Corp company which facilitates securities, advisory, and insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2014 ADDRESS: 2924 Marketplace Dr, Suite 200, Fitchburg WI 53719, United States DESCRIPTION: Manage operations and procedures, human resources, payroll and benefits, marketing and firm development 2.MIDWEST FINANCIAL GROUP, INC. POSITION: Chief Operations Officer NATURE: S Corporation that provides tax services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 2924 Marketplace Dr, Suite 200, Fitchburg WI 53719, United States DESCRIPTION: Manage tax staff (operations training), payroll, benefits and HR activities for staff providing tax services, marketing 3.MORELAND ARTS & HEALTH SCIENCES MAGNET SCHOOL PTA POSITION: Treasurer NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 217 Moreland Ave W, West Saint Paul MN 55118, United States DESCRIPTION: PREPARE REPORTS FOR PTA MEETINGS, TAKE CASH AND CREDIT CARD PAYMENTS FOR DEPOSIT TO PTA BANK ACCOUNT, CREATE AND POST ON PTA FACEBOOK PAGE, VOLUNTEER AT PTA EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-15 |
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