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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| AZ | RA | APPROVED | 2023-06-27 |
| WI | RA | APPROVED | 2019-08-07 |
Branch Locations
1760 American Drive, Neenah, WI 54956 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Milwaukee | WI | 10/2014 | 08/2019 |
| Nylife Securities Llc | Milwaukee | WI | 10/2014 | 08/2019 |
| Inpower Investments & Wealth Strategies | Neenah | WI | 11/2013 | Present |
| Brookstone Wealth Advisors | Neenah | WI | 08/2019 | Present |
| Independent Retirement Group | Neenah | WI | 07/2019 | 03/2025 |
INPOWER INVESTMENTS & WEALTH STRATEGIES; INVESTMENT RELATED; 1760 AMERICAN DRIVE, NEENAH, WI 54956; INVESTMENT ADVISORY, INSURANCE AND ESTATE PLANNING; OWNER; STARTED 03/2013; 120 HOURS/MONTH DEVOTED; 120 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES, SALE OF INSURANCE PRODUCTS AND ESTATE PLANNING SERVICES. INDEPENDENT RETIREMENT GROUP; INVESTMENT RELATED; 1760 AMERICAN DRIVE, NEENAH, WI 54956; INSURANCE; STARTED 07/2019; 120 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TEACH/TRAIN REPRESENTATIVES ABOUT INSURANCE SALES AND MANAGE OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-30 |
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