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Brennen William Tofson

Equitable Advisors, LLC

Milwaukee, WI

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-12
  • WI RA
    APPROVED
    Since 2025-03-12

Branch Locations

111 East Kilbourn Avenue Suite 800, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors Llc New York NY 07/2024 Present
University Of Wisconsin Whitewater Whitewater WI 09/2020 05/2024
Wealth Distribution Strategies Verona WI 11/2022 05/2024
Wilderness Resort Wisconsin Dells WI 12/2023 01/2024
Wild Rock Golf Club Wisconsin Dells WI 06/2023 08/2023
Sauk County Baraboo WI 05/2023 08/2023
Wilderness Resort Wisconsin Dells WI 12/2022 01/2023
Wild Rock Golf Club Wisconsin Dells WI 06/2022 08/2022
Wilderness Resort Wisconsin Dells WI 12/2021 01/2022
Wild Rock Golf Club Wisonsin Dells WI 06/2021 08/2021
Wild Rock Golf Club Wisonsin Dells WI 06/2020 08/2020
Wisconsin Dells High School Wisconsin Dells WI 09/2015 05/2020
Wild Rock Golf Club Wisconsin Dells WI 06/2019 08/2019
Wild Rock Golf Club Wisconsin Dells WI 06/2018 08/2018
Wild Rock Golf Club Wisconsin Dells WI 06/2017 08/2017
  • 07/2024 → Present
    Equitable Advisors Llc
    New York, NY
  • 09/2020 → 05/2024
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 11/2022 → 05/2024
    Wealth Distribution Strategies
    Verona, WI
  • 12/2023 → 01/2024
    Wilderness Resort
    Wisconsin Dells, WI
  • 06/2023 → 08/2023
    Wild Rock Golf Club
    Wisconsin Dells, WI
  • 05/2023 → 08/2023
    Sauk County
    Baraboo, WI
  • 12/2022 → 01/2023
    Wilderness Resort
    Wisconsin Dells, WI
  • 06/2022 → 08/2022
    Wild Rock Golf Club
    Wisconsin Dells, WI
  • 12/2021 → 01/2022
    Wilderness Resort
    Wisconsin Dells, WI
  • 06/2021 → 08/2021
    Wild Rock Golf Club
    Wisonsin Dells, WI
  • 06/2020 → 08/2020
    Wild Rock Golf Club
    Wisonsin Dells, WI
  • 09/2015 → 05/2020
    Wisconsin Dells High School
    Wisconsin Dells, WI
  • 06/2019 → 08/2019
    Wild Rock Golf Club
    Wisconsin Dells, WI
  • 06/2018 → 08/2018
    Wild Rock Golf Club
    Wisconsin Dells, WI
  • 06/2017 → 08/2017
    Wild Rock Golf Club
    Wisconsin Dells, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2024-12-04
  • S66 Uniform Combined State Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2024-12-04

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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