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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-10-11 |
Branch Locations
2375 West Washington Ave Suite 2, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Lake Sales | West Bend | WI | 03/1994 | Present |
Wisconsin Conservation Congress. Not investment related. Washington County Delegate.VOLUNTEER ADVISORY COMMITTEE MEMBER TO THE WICONSIN DEPT OF NATURAL RESOURCES 5 HOURS PER MONTH. Start 1/1/16. First Heartland Consultants. Investment related. IAR. Investment Advisory Services. Start 10/11/16. BH Weir Financial. Investment related. Owner. Dba, marketing insurance and investments. Start 8/1/20. Notary. Not Investment Related. Notary. Licensed notary public in State of Wisconsin. 1 hour per month. 1 hour during securities. Start 5/29/20.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
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