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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-17 |
Branch Locations
214 S. Forrest St. Suite 8, Stoughton, WI 53589 • United States
214 S. Forrest St. Suite 8, Stoughton, WI 53589 • United States
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Madison | WI | 11/2015 | 09/2016 |
| State Bank Of Cross Plains | Cross Plains | WI | 10/2015 | 09/2016 |
| Fosdal Bakery, Llc | Stoughton | WI | 09/2016 | Present |
| Lpl Financial Llc | Stoughton | WI | 12/2016 | 03/2026 |
| Mcfarland State Bank | Stoughton | WI | 12/2016 | 07/2022 |
| Harbour Investments, Inc. | Madison | WI | 03/2026 | Present |
1) Journey Financial Partners – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Fosdal Bakery | 243 East Main Street, Stoughton, WI 53589 | Employee | Description: Help with payroll and bookkeeping as needed | Beginning 10/2016 | 1 hour per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-26 |
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