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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-30 |
Branch Locations
1488 Merrill Ave, Wausau, WI 54401 • United States
136 S 4Th Street, Forest City, IA 50436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Wausau | WI | 08/2005 | 09/2022 |
| Pfs Investments, Inc. | Wausau | WI | 07/2007 | 09/2022 |
| Lintec | Wausau | WI | 11/2015 | Present |
| Steel Structures | Wausau | WI | 08/2012 | Present |
| Terra Wealth Management Llc | Wasau | WI | 09/2022 | 08/2025 |
| Oasis Advisors, Llc | Wausau | WI | 05/2025 | Present |
1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-02 |
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