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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| WI | RA | APPROVED | 2026-01-08 |
Branch Locations
721 S 8Th Street, Medford, WI 54451 • United States
1001 North Central Avenue, Marshfield, WI 54449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forward Bank | Medford | WI | 11/2024 | Present |
| Rainbow Gymnastics | Medford | WI | 10/2024 | Present |
| Wi Army National Guard | Madison & Milwaukee | WI | 06/2020 | Present |
| Uw-Business Library | Madison | WI | 02/2023 | 05/2024 |
| Madtown Twisters Gymnastics | Madison | WI | 10/2019 | 03/2020 |
| Phil & Elanors Steakhouse | Medford | WI | 03/2017 | 10/2019 |
| Rainbow Gymnastics | Medford | WI | 01/2015 | 08/2019 |
| Osaic Wealth Inc | Medford | WI | 01/2025 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Medford | WI | 12/2025 | Present |
ADVISORY BOARD MEMBER FOR WANKE BUILDERS INC; BOOKKEEPING & PAYROLL FOR RILEY NOWAKOWSKI LLC; MILITARY INTELLIGENCE OFFICER FOR WI ARMY NATIONAL GUARD; COACHING GYMNASTICS FOR RAINBOW GYMNASTICS, 0-3/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
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