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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-01 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Practical Portfolios Llc | Manitowoc | WI | 07/2007 | 12/2024 |
| Madison Partners | Manitowoc | WI | 05/2024 | Present |
Access Management Corp Manitowoc, WI Real Estate Holding Company President Since 07/1995 Not Investment Related 4hrs per month Lakeshore Amateur Radio Service Club Manitowoc, WI Treasurer Since 2021 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-18 |
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