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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-10-22 |
Branch Locations
109 Oakridge Ct, Watertown, WI 53094 • United States
W359N5002 Brown St Ste 104, Oconomowoc, WI 53066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2014 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | Germantown | WI | 03/2014 | 12/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 12/2017 |
| Holwerda Enterprises | Beaver Dam | WI | 12/2017 | 08/2018 |
| Lpl Financial, Llc | Ixonia | WI | 08/2018 | Present |
| Ixonia Bank | Ixonia | WI | 07/2018 | Present |
1.08/02/2018; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Ixonia Wealth Management /; Investment Related; at Reported Business Location(s); Start Date 05/29/2018; hrs/mth; hrs during trading 2.08/19/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stone Point Investments; Investment Related; at Reported Business Location(s); Start Date 08/12/2024; 160hrs/mth; 160hrs during trading 3.03/20/2026; Oconomowoc Womens Club; Non-Profit Board Member; Not Investment Related; Oconomowoc,WI; Start Date 02/11/2026; 1hrs/mth; 0hrs during trading 4.05/18/2026; North Lake School; Other - Coach; Not Investment Related; at Reported Business Location(s); Start Date 01/30/2026; 15hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-29 |
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