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466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-12-01 |
Branch Locations
466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
175 Patrick Blvd. Suite 120, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stoeckler Financial Advisory Services, Llc | Brookfield | WI | 09/2010 | 06/2023 |
| Highland Investment Advisors, Llc | Delafield | WI | 12/2022 | Present |
licensed insurance agent since 02/2017; 12545 West Burleigh Road, Suite 4, Brookfield, WI 53005; investment related; insurance sales through various insurance companies; less than 1 hr/mo Lakewood Baptist Church; Not Investment Related; Pewaukee, WI; Deacon of Finance and Member of the Finance Committee; Started 08/2021; Approximately 2 hours per month spent; 0 hours spent during trading hours; Oversee annual budget and monthly financial statements and help construct and maintain compensation packages for staff pastors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-31 |
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