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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Wisconsin Bank & Trust Formally Community Bank & Trust | Glendale | WI | 12/2005 | 08/2025 |
| Lpl Financial Llc | Sheboygan | WI | 05/2015 | 08/2025 |
| Umb Financial Services Inc | Kansas City | MO | 08/2025 | 03/2026 |
| Umb Insurance Inc | Kansas City | MO | 08/2025 | 03/2026 |
| Umb Bank | Kansas City | MO | 08/2025 | 03/2026 |
| U.S. Bancorp Advisors, Llc | Sheboygan | WI | 03/2026 | Present |
1) Professional Women's Connection; Not Investment-related; Sheboygan, WI; Networking group; 03/30/2026; 02 hours/month; 0 hours/trading; Attend monthly meetings with speakers on various topics and monthly board meeting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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