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128 Cottonwood Avenue, Hartland, WI 53029 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altair Advisers Llc | Chicago | IL | 01/2007 | Present |
| Boardwalk Financial Strategies Llc | Hartland | WI | 07/2012 | Present |
PROHEALTH CARE FOUNDATION, INC A 501C(3); NOT INVESTMENT-RELATED; WAUKESHA, WI; PROVIDE FINANCIAL SUPPORT AND PROMOTE ADVOCACY FOR PROHEALTH CARE THROUGH PUBLIC AWARENESS, PHILANTHROPY AND STEWARDSHIP; VICE-CHAIR ON BOARD OF DIRECTORS; START DATE: 1/2015; APPROXIMATELY 2 HRS/MO OUTSIDE TRADING HRS; REVIEW PERFORMANCE, GENERATE AWARENESS FOR MISSION REVIEW BUDGET. 128 COTTONWOOD LLC; NOT INVESTMENT-RELATED; HARTLAND, WI; BUILDING OWNER FOR OFFICE RENTAL SPACE; OWNER; START DATE: 9/2022; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; MANAGE BUILDING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-17 |
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