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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
18700 N Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
2924 Marketplace Drive Suite 200, Fitchburg, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belmont Fire/Amb. Dst. | Belmont | WI | 02/2006 | 01/2018 |
| Sii Investments, Inc. | Madison | WI | 08/2014 | 11/2017 |
| Commonwealth Financial Network | Waltham | MA | 11/2017 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 08/2026 |
| Midwest Financial Group | Madison | WI | 11/2017 | Present |
| Osaic Wealth Inc | Fitchburg | WI | 08/2026 | Present |
1. MIDWEST FINANCIAL GROUP POSITION: Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/06/2014 ADDRESS: 2924 Marketplace Dr, Suite 200, Fitchburg WI 53719, United States DESCRIPTION: Placement of fixed insurance with our clients as a part of our financial planning relationship 2. CSM FISHING, LLC 32% OWNER POSITION: LLC Member NATURE: We build and create fishing equipment INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 874 W. Liberty St, Belmont WI 53510, United States DESCRIPTION: building and creating fishing equipment 3. CSM FISHING, LLC 32% OWNER POSITION: LLC Member NATURE: We build and create fishing equipment I am a 32% owner Joe Schmelz 34% owner Ryan Cushman 34% owner, his wife Tracy is a financial planning client. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 874 W. Liberty St, Belmont WI 53510, United States DESCRIPTION: building and creating fishing equipment 4. TREASURER - BELMONT AMERICAN LEGION POSITION: Treasurer NATURE: I handle the monthly financial report. No check writing Authority. This has Authority has been is handed my only the Post Commander. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 25995 Ridge Ln, Belmont WI 53510, United States DESCRIPTION: I handle the monthly financial report. No check writing abilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-29 |
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