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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-27 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
727 Cormier Rd, Ste. 101, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Wealth Management Llc | Green Bay | WI | 08/2010 | Present |
| Comprehensive Asset Manangement And Servicing, Inc. | Green Bay | WI | 08/2010 | 12/2017 |
| Carson Wealth | Green Bay | WI | 04/2026 | Present |
| Cwm, Llc | Omaha | NE | 04/2026 | Present |
RHP PROPERTIES; GREEN BAY, WI; REAL ESTATE; LLC; START DATE: 3/28/2013; TITLE: INVESTOR; 10% TIME SPENT; DUTIES: INVESTOR. SA INVESTORS, LLC; GREEN BAY, WI; REAL ESTATE INVESTMENT; LLC; START DATE: 2/26/2014; DUTIES: INVESTOR; TITLE: PARTNER; 10% TIME SPENT. CERTIFIED PUBLIC ACCOUNTANT SINCE 1975 DEDICATING 10 HOURS PER MONTH, DURING TRADING OR NON TRADING HOURS. NOT INVESTMENT RELATED ACTIVITY. CASA OF BROWN COUNTY; GREEN BAY, WI; NON-PROFIT; CHILDREN'S ADVISORY; CORPORATION; START DATE: 10/2013; 10% TIME SPENT; DUTIES: LEADER OF GOVERNING NON-PROFIT GROUP; TITLE: TREASURER. Rose Family Properties, LLC; Green Bay, WI; Service description: Residential rental; Start date: 02/10/2017; Title: Member; Duties: Recordkeeping and banking; Time spent: 1 hr./wk. Baird's Crossing Condos - Condo Association - Treasurer - Since 01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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