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2101 N Casaloma Dr, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fresenius Medical Care | Neenah | WI | 11/2019 | 04/2022 |
| Armed Forces Army | Fort Bragg | NC | 11/2015 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 04/2025 |
| Northwestern Mutual Investment Services, Llc | Appleton | WI | 01/2023 | 04/2025 |
| Avaii Wealth Management, Llc | Appleton | WI | 04/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-04 |
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