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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-11-08 |
Branch Locations
W194N16727 Eagle Drive Suite D, Jackson, WI 53037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Milwaukee | WI | 10/2009 | 11/2021 |
| Union Financial Inc | Adell | WI | 02/2011 | 11/2021 |
| Farm Financial | Milwaukee | WI | 06/2011 | 02/2019 |
| Luedtke & Associates | Adell | WI | 10/2018 | 06/2025 |
| Principal Securities Inc | Milwaukee | WI | 03/2016 | 11/2021 |
| Commonwealth Financial Network | Waltham | MA | 11/2021 | Present |
| Kunz Wealth Partners | Jackson | WI | 07/2025 | Present |
1.Fixed insurance sales; as of 11/8/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner & Member, Kunz Wealth Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 4/29/2019; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-19 |
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