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6405 Century Ave #104, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Financial Planning | Middleton | WI | 09/2001 | Present |
(1) Name: Dry Dog Ranch LLC. Investment-Related: No. Address: 6564 Kimberly Way, DeForest, WI 53532. Nature: Farming. Position/Title: LLC Member. Start Date: 2/21/2011. Approximate hours per month: 2. Approximate hours per month during securities trading hours: 1. (2) Name: Scherer Brothers Investments LLC. Investment-Related: No. Address: 2435 Forest Hill Ct., Waukesha, WI 53188-2051. Nature: Limited partnership ownership. Position/Title: LLC Member. Start Date: 2/8/2013. Approximate hours per month: Less than 1. Approximate hours per month during securities trading hours: None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-27 |
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