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2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-08-23 |
Branch Locations
2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
309 W. Superior St, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Professional Planners, Ltd. | Duluth | MN | 08/2022 | 01/2026 |
| Cleveland-Cliffs Inc. | Forbes | MN | 10/2021 | 07/2022 |
| Cleveland-Cliffs Inc. | Forbes | MN | 03/2015 | 09/2021 |
| Midwest Professioal Planners, Ltd. | Duluth | MN | 09/2022 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 02/2026 | Present |
HERMANTOWN YOUTH SOCCER ASSOCIATION LOCAL YOUTH SOCCER CLUB COACH SINCE 01/2025 NOT INVESTMENT RELATED SHEPHERD OF THE HILLS LUTHERAN CHURCH NON-PROFIT RELIGIOUS ORGANIZATION PLANNED GIVING COMMITTEE RECORDING SECRETARY SINCE 02/2026 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-23 |
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