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8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| WI | RA | APPROVED | 2026-08-06 |
Branch Locations
1113 North Johns Street , Dodgeville , WI 53572 • United States
8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
305 Doty Street, Mineral Point , WI 53565 • United States
1833 Springdale Street , Mount Horeb, WI 53572 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| WI | RA | APPROVED | 2021-10-22 |
Branch Locations
1833 Business Highway 18-151, Mount Horeb, WI 53572 • United States
1113 N. Johns, Dodgeville, WI 53533 • United States
305 Doty Street, Mineral Point, WI 53565 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spring Green | WI | 06/2013 | Present |
| The Peoples Community Bank | Spring Green | WI | 06/2013 | Present |
| Cmg Wealth Advisors Llc | Madison | WI | 07/2026 | Present |
1. Fixed insurance sales; as of 10/18/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Soccer Referee, Mount Horeb Soccer Club; Located in Mount Horeb, WI 53572, as of 04/01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-15 |
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