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3601 Commerce Court Suite 3, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
3601 Commerce Court Suite 3, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advisory Group, Inc. | Appleton | WI | 03/2018 | 01/2020 |
| Brookstone Capital Management Llc | Appleton | WI | 06/2015 | 03/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2019 | 10/2024 |
| Stonehaven Wealth & Tax Solutions, Llc | Appleton | WI | 10/2024 | 09/2025 |
| Oakwood Homes Llc | Black Creek | WI | 06/2023 | Present |
| Financial Advisory Group, Inc. | Appleton | WI | 09/2025 | Present |
| Hidden Acres Holding Co | Black Creek | WI | 01/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 20% of time during the month. 2) Oakwood Homes LLC; Not investment-related; Black Creek, WI 54106; Owner; Manage building of homes; Approx. 5% of time during the month. 3)Hidden Acres Holding Co; Not investment-related; Black Creek, WI 54106; Owner; Oversee rental agency; Approx. 1% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-23 |
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