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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-12 |
Branch Locations
3300 Birch Street Suite B, Eau Claire, WI 54703 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boat Center | Chippewa Falls | WI | 05/2020 | 08/2022 |
| Gander Outdoors | Eau Claire | WI | 08/2019 | 02/2020 |
| Student | Eau Claire | WI | 09/2010 | 05/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2023 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Onalaska | WI | 10/2023 | 03/2024 |
| Mutual Of Omaha Insurance Company | La Crosse | WI | 05/2024 | 02/2026 |
| Mutual Of Omaha Investor Services | La Crosse | WI | 06/2024 | 02/2026 |
| Kwik Trip | La Crosse | WI | 10/2025 | 01/2026 |
| Lpl Financial Llc | Eau Claire | WI | 02/2026 | Present |
| Gateway Wealth Partners, Llc | Appleton | WI | 02/2026 | Present |
1) 2026-02-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-05 - 160hrs/mth - 160hrs/mth during trading 2) 2026-02-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Integrated Wealth Partners - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-05 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-06 |
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