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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
| WI | RA | APPROVED | 2024-11-08 |
Branch Locations
16655 W Wisconsin Ave Suite 105, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Brookfield | WI | 11/2002 | 10/2017 |
| Storm Fischer Investment Group, Llc | Brookfield | WI | 07/2009 | Present |
| Securities America, Inc | Brookfield | WI | 10/2017 | 06/2024 |
| Arbor Point Advisors | Brookfield | WI | 10/2017 | 11/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***Arbor Point Position: advisor - Nature: Advisory Affiliation: Arbor Point - Investment Related: Yes - Hours: 200 - Securities Trading Hours: 100 - Start Date: 11/01/2017 - Address: Port Grace Blvd, Omaha NE 68128, United States ***FINRA Position: arbitrator - Nature: Securities Arbitrator - Investment Related: No - Hours: 1 - Securities Trading Hours: 1 - Start Date: 11/01/2017 - Address: 55 Monroe St, Chicago IL 60603, United States ***FPA Position: committee work - Nature: FPA - Financial Planning Assoc of S Wisc - Investment Related: No - Hours: 1 - Securities Trading Hours: 1 - Start Date: 11/01/2017 - Address: 6949 N 100 Street, Milwaukee WI 53224 ***Wisc Public Radio Position: volunteer - Nature: investment committee of Wisconsin Public Radio Assoc - Investment Related: Yes - Hours: 1 - Securities Trading Hours: 1 - Start Date: 11/01/2017 - Address: 821 University Ave, Madison WI 53706 ***STORM FISCHER INVESTMENT GROUP - DBA ***NORTHERN STATES BROKERAGE POSITION: insurance sales NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/04/2017 ADDRESS: 8021 W Tower AVe, Milwaukee WI 53223 DESCRIPTION: insurance sales ***TNBC POSITION: agent NATURE: Insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2019 ADDRESS: 5022 Grand Ridge Dr, West Des Moines IA 50265 DESCRIPTION: plan to use this insurance Marketing organization for fixed annuity, life insurance and long term care plan design and sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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