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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
13195 W Hampton Ave, Butler, WI 53007 • United States
N64 W24857 Main St, Sussex, WI 53089 • United States
N78 W14545 Appleton Ave, Menomonee Falls, WI 53051 • United States
2165 W Washington St, West Bend, WI 53095 • United States
N96 W18480 County Line Rd, Germantown, WI 53022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2016 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2016 | 05/2022 |
| Lpl Financial Llc | Franklin | WI | 05/2022 | 06/2022 |
| U.S. Bancorp Investments, Inc. | Menomonee Falls | WI | 06/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Menomonee Falls | WI | 02/2026 | Present |
Portal, Inc; Not Investment-related; Grafton, WI; Disability Services & Support, 501c3 non-profit; Board Member; 06/2022; 1 Hr/Mth; 1 Hr/Trading; Board Member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-12 |
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