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999 Fourier Drive Suite 301, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-07-12 |
Branch Locations
999 Fourier Drive Suite 301, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Madison | WI | 10/2022 | 12/2022 |
| Clf Asset Management, Inc. | Madison | WI | 06/2022 | 08/2022 |
| Hilton | Madison | WI | 05/2021 | 08/2021 |
| Alpha Financial Management | Savannah | GA | 10/2020 | 05/2021 |
| Third Coast Advisors | Madison | WI | 06/2020 | 08/2020 |
| Financial Planning Association | Denver | CO | 05/2020 | 08/2020 |
| Target | Chanhassen | MN | 06/2017 | 06/2019 |
| Unemployed | Carver | MN | 07/2016 | 06/2017 |
| Clf Asset Management, Inc. | Madison | WI | 06/2023 | Present |
| University Of Wisconsin - Madison | Madison | WI | 08/2019 | 06/2023 |
Capitol Lakes Financial, LLP, an insurance agency and as such is separately licensed as an independent insurance agent. In this capacity, he can affect transactions in insurance products for his clients and earn commissions for these activities. T
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
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