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10850 W. Park Place Suite 470, Milwaukee, WI 53224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-11-27 |
Branch Locations
111 Heritage Reserve Suite 200, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Racine | WI | 03/2016 | 11/2017 |
| Cleary Gull Advisors Inc. | Racine | WI | 10/2016 | 11/2017 |
| Schenck Investment Solutions Llc | Appleton | WI | 12/2017 | 03/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Milwaukee | WI | 03/2019 | 03/2019 |
| Morgan Dempsey Capital Management Llc | Menomonee Falls | WI | 11/2019 | Present |
| Unemployed | Pleasant Prairie | WI | 04/2019 | 10/2019 |
| Northern Trust | Milwaukee | WI | 03/2025 | Present |
Mr. Isaacson has served as Senior Vice President and Portfolio Manager at a trust company located in Wisconsin since March 2025. This is a paid position. Mr. Isaacson devotes approximately 160 hours per month to this outside activity. The trust company is not a client of Morgan Dempsey.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-02 |
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