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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-08-15 |
Branch Locations
249 Pawling Ave, Suite 108, Hartland, WI 53029 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Partners Group | Milwaukee | WI | 08/2018 | Present |
| Johnson Law Group Pa | Minneapolis | MN | 08/2016 | 08/2018 |
| Guardian Resources | Minneapolis | MN | 08/2016 | 08/2018 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2022 | Present |
1. Nylen Partners, LLC, 249 Pawling Ave. Hartland, WI 53029, non-investment related, estate planning law firm, since 01/2020, soliciting clients for the firm, sales. 2. Futurity First, 4321 W. College Ave. Appleton, WI 54914, investment related, insurance brokerage firm, since 08/2018, estate planning specialist, sales. 3. Insurance brokerage, same address as branch, investment related, sales of fixed insurance products, since 08/2018, sales. 4. Legacy Partners Group Financial, same address as branch, investment related, DBA for investment advisory business, since 01/2026, IAR, 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-27 |
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