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Fort Collins, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-06 |
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Schlemeyer | Denver | CO | 08/2018 | 05/2019 |
| Michael Schlemeyer | Denver | CO | 05/2019 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 05/2019 | 10/2021 |
| Student | Denver | CO | 09/2013 | 06/2018 |
| Colorado Rapids | Commerce City | CO | 01/2017 | 12/2018 |
| New Mexico United | Albuquerque | NM | 01/2019 | 11/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 10/2021 |
| Integrity Investment Advisors, Llc | Fort Collins | CO | 11/2021 | Present |
| 365 Tax Strategy, Llc | Fort Collins | CO | 11/2023 | Present |
Start date: December 2013; lead tax advisor/tax preparer with 365 Tax Strategy, LLC; 4025 Automation Way D3, Fort Collins, CO 80525; approx. 10-20% of his time spent on this activity during securities trading hours; not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-18 |
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