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Alexander Dean Borgen

Edward Jones

Greenville, WI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-04
WI RA APPROVED 2024-09-07
  • TX RA
    APPROVED
    Since 2024-10-04
  • WI RA
    APPROVED
    Since 2024-09-07

Branch Locations

N1261 Mayflower Drive, Greenville, WI 54942 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Greenville WI 12/2021 06/2024
Abj Power Washing Llc Neenah WI 01/2022 01/2023
The Bulldog Landscaping Llc Appleton WI 06/2021 08/2021
Golf Galaxy Appleton WI 05/2019 08/2020
St. Norbert College De Pere WI 08/2020 05/2024
Neenah High School Neenah WI 08/2016 05/2020
Edward Jones St Louis MO 07/2024 Present
  • 12/2021 → 06/2024
    Edward Jones
    Greenville, WI
  • 01/2022 → 01/2023
    Abj Power Washing Llc
    Neenah, WI
  • 06/2021 → 08/2021
    The Bulldog Landscaping Llc
    Appleton, WI
  • 05/2019 → 08/2020
    Golf Galaxy
    Appleton, WI
  • 08/2020 → 05/2024
    St. Norbert College
    De Pere, WI
  • 08/2016 → 05/2020
    Neenah High School
    Neenah, WI
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
  • S66 Uniform Combined State Law Examination
    2024-09-03
Other Names
  • Alex Borgen

View on SEC IAPD

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CORNERSTONE FINANCIAL PLANNING, INC.
SUMNICHT & ASSOCIATES, LLC

Other Investors

Bradley Dean Borgen
Nadine Tarabishi
Scott Horman
Kaylee Lanae Graefe
Matthew G Gioffredi
BRENT ANDREW MARES
SAMUEL DEWEY SIGLER
ROY EARL OLSON

Other Offices

LPL FINANCIAL LLC · GREENVILLE, WI
CETERA INVESTMENT ADVISERS LLC · APPLETON, WI
AVAII WEALTH MANAGEMENT, LLC · APPLETON, WI
CHARLES SCHWAB & CO., INC. · Appleton, WI
GATEWAY WEALTH PARTNERS, LLC · APPLETON, WI
LPL FINANCIAL LLC · APPLETON, WI
CORNERSTONE FINANCIAL CONSULTING, LLC · APPLETON, WI
CORNERSTONE FINANCIAL PLANNING, INC. · APPLETON, WI

More in Greenville, WI

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