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330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2024-01-04 |
Branch Locations
330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Glen Wealth Counselors | West Des Moines | IA | 01/2016 | 07/2018 |
| Unemployed | West Des Moines | IA | 07/2018 | 09/2018 |
| Palmer Group - Principal Financial | West Des Moines | IA | 10/2018 | 03/2019 |
| Unemployed | Des Moines | IA | 04/2019 | 04/2019 |
| Honkamp Krueger | Dubuque | IA | 04/2019 | 06/2019 |
| Unemployed | West Des Moines | IA | 06/2019 | 09/2019 |
| Securities America, Inc. | West Des Moines | IA | 10/2019 | 02/2020 |
| Securities America, Inc. | West Des Moines | IA | 02/2020 | Present |
| Midwest Heritage Financial Advisors | West Des Moines | IA | 10/2019 | 07/2023 |
| Midwest Heritage Financial Services | West Des Moines | IA | 08/2020 | Present |
| Diversified Management, Inc. | Milwaukee | WI | 08/2023 | Present |
| Honkamp Krueger Financial Services | Dubuque | IA | 04/2019 | 06/2019 |
| Diversified Management, Inc. | Milwaukee | WI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
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