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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-21 |
| WI | RA | APPROVED | 2023-05-08 |
Branch Locations
2012A 10Th St S (Bn), Wisconsin Rapids, WI 54494 • United States
1320 Okray Ave, Plover, WI 54467 • United States
2711 Stewart Ave, Wausau, WI 54401-4140 • United States
Menomonee Falls, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wausau | WI | 01/2023 | Present |
| Wipfli Financial Advisors | Milwaukee | WI | 06/2022 | 08/2022 |
| Homepath | Butler | WI | 05/2020 | 08/2021 |
| Wisconsin State Fair | Milwaukee | WI | 08/2018 | 08/2019 |
| School District Of Menomonee Falls | Menomonee Falls | WI | 01/2013 | 08/2019 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 08/2019 | 05/2020 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 08/2021 | 05/2022 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 08/2022 | 01/2023 |
Real Estate Ownership; Single Family; W154N8083 Elm Lane, , Menomonee Falls, WI, 53051; Investment-Related; 02/02/2026. Business Ownership; Rubicon Holding Group, LLC; Real Estate Holding Company; Real Estate Holding Company; W154 N8083 Elm Lane, , Menomonee Falls, WI, 53051; Investment-Related; 10/21/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; BA Superstructure, LLC.; Employee, Advisor; Manage advisory business; 2711 stewart ave, , Wausau, WI, 54401; Investment-Related; 07/24/2023; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
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