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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-18 |
Branch Locations
8040 Excelsior Dr., Madison, WI 53717 • United States
5353 Wayzata Blvd., St. Louis Park, MN 55416 • 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 |
|---|---|---|---|---|
| Tiaa | Milwaukee | WI | 06/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Milwaukee | WI | 06/2014 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Madison | WI | 11/2020 | 11/2024 |
| U.S. Bank | Madison | WI | 11/2020 | 11/2024 |
| Associated Investment Services, Inc. | Green Bay | WI | 03/2024 | Present |
| Associated Trust Company | Madison | WI | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
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