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Milwaukee, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bleidorn Tax & Investment Services, Llc | Milwaukee | WI | 01/2009 | Present |
JOHN F. BLEIDORN IS ALSO A SELF-EMPLOYED CPA, PROVIDING TAX PREPARATION & CONSULTING SERVICES TO INDIVIDUAL CLIENTS FROM MAY 2008 TO PRESENT. THE FIRM IS BLEIDORN TAX SERVICES, LLC LOCATED AT 2755 N MURRAY AVE. MILWAUKEE, WI 53211. IT IS NOT INVESTMENT RELATED. HE SPENDS APPROXIMATELY 70% OF HIS TIME ON TAX CONSULTING, AND ANTICIPATES SPENDING 30% ON INVESTMENT ADVISORY CONSULTING DURING THE NEXT YEAR. ASSUMING A 40 HR. WORKWEEK, THIS WOULD BE ABOUT 28 HOURS FOR TAX, AND 12 FOR INVESTMENT ADVISORY SERVICES ON A WEEKLY BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-26 |
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