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2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-02 |
Branch Locations
309 W. Superior Street, Duluth, MN 55802 • United States
2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management, Llc | Duluth | MN | 08/2013 | 10/2019 |
| U.S. Bank | Duluth | MN | 10/2019 | 11/2021 |
| Midwest Professional Planners, Ltd | Duluth | MN | 11/2021 | 04/2025 |
| Midwest Professional Planners, Ltd | Duluth | MN | 01/2022 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 04/2025 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 01/2026 | Present |
DULUTH SUPERIOR ECO ROTARY PAST PRESIDENT, MEMBER SINCE 08/2019 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
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