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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-13 |
Branch Locations
5424 Hwy 10 East Suite J, Stevens Point, WI 54482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stevens Point Area Public Schools | Stevens Point | WI | 08/2014 | 06/2022 |
| Instacart | Wisconsin Rapids | WI | 04/2020 | 07/2020 |
| Practical Retirement Planning | Stevens Point | WI | 07/2022 | Present |
1)Practical Retirement Planning - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Food Plot and Hunting Property | Various properties in the Stevens Point, WI area | Employee | Description: Help landowners plant food plots and maintain hunting land | Beginning 9/2023 | 5 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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