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Oshkosh, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windward Wealth Strategies, Inc | Oshkosh | WI | 04/2017 | 08/2018 |
| Dewitt Londre Llc | Appleton | WI | 04/2016 | 04/2017 |
| Fox Valley Pro Basketball | Oshkosh | WI | 12/2017 | 01/2019 |
| Lakeshore Coffee Co | Oshkosh | WI | 07/2009 | Present |
| Carl M. Hennig, Inc. | Oshkosh | WI | 01/2019 | 10/2022 |
| Compass Dedicated Financial Solutions, Llc | Oshkosh | WI | 06/2020 | Present |
| Great Lakes Financial Strategies, Llc | Oshkosh | WI | 10/2022 | Present |
I own a small family coffee business; Lakeshore Coffee Co., LLC,I do small events and some gift baskets. Oshkosh City Council elected official.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-24 |
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