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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-08-11 |
Branch Locations
W5639 Oak Hill Rd, Trego, WI 54888 • United States
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northland Retirement Group, Llc | Trego | WI | 11/2003 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 11/2016 | 04/2019 |
| Chickadee Hills Homestead, Llc | Spooner | WI | 03/2015 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 08/2020 |
| Northland Financial Planning Services, Llc | Trego | WI | 11/2016 | Present |
| Accurate Wealth Management, Llc | Trego | WI | 08/2020 | Present |
1.)Chickadee Hills, LLC, N6374 8th Street Spooner, WI 54801, Farming selling Eggs and Making Hay and Raising Pork. 03/2015 to Present spend 2 hours per week. 2.)Northland Retirement Group, Insurance Agent, sales of Life and Health Insurance 11/2003 to Present, W5639 Oak Hill Rd. Trego WI, 54888 spend 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-08 |
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