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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-05-25 |
Branch Locations
19265 W Capitol Drive Suite 205, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Appleton | WI | 10/2005 | 04/2018 |
| Thrivent Distributors Llc | Appleton | WI | 11/2015 | 04/2018 |
| Harbour Investments, Inc | Madison | WI | 05/2018 | Present |
| Czukas, Mccall & Assoc | Brookfield | WI | 05/2018 | Present |
1)CM&A Wealth Management - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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