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Kildeer, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-21 |
| WI | RA | APPROVED | 2025-03-21 |
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 |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Stevens Point | WI | 01/2012 | 06/2018 |
| Adviceperiod. Llc | Plover | WI | 06/2018 | 03/2022 |
| Mariner Platform Solutions | Plover | WI | 03/2022 | 03/2025 |
| Infinity Wealth Company, Llc | Plover | WI | 03/2022 | Present |
| Whealthy Empowerment Network | Stevens Point | WI | 12/2024 | Present |
1) INFINITY WEALTH COMPANY, LLC; 2821 POST ROAD, STEVENS POINT, WI 54481; INVESTMENT ADVISORY FIRM DBA NAME; 03/2022; APPROX. 160 HRS PER MONTH DURING TRADING HOURS; PROVIDING INVESTMENT ADVISORY SERVICES AS DBA NAME FOR REGISTERED INVESTMENT ADVISOR FIRMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-02 |
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