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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-01-08 |
Branch Locations
3960 Hillside Dr. Ste. 201, Delafield, WI 53018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Senglaub Financial Group | Delafield | WI | 06/1986 | Present |
| Sagepoint Financial Inc | Delafield | WI | 09/2014 | 01/2020 |
| Independent Financial Group | Delafield | WI | 01/2020 | Present |
(1) MCSENG LLC POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1989 ADDRESS: 3960 Hillside Drive Ste 201, Delafield WI 53018, United States DESCRIPTION: 50% owner of land rented for farm usage to non-related farmers (2) FOX RIVER ACRES, LLC POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2017 ADDRESS: 3960 Hillside Drive Ste 201, Delafield WI 53018, United States DESCRIPTION: 50% owner of land which is rented to non-related farmers (3) JJ MASON LLC POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2008 ADDRESS: 3960 Hillside Dr Ste 201, Delafield WI 53018, United States DESCRIPTION: 50% owner of land which is rented to non-related farmers (4) JAMES SENGLAUB POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/08/1986 ADDRESS: 3960 Hillside Dr. Suite 201, Delafield WI 53018, United States DESCRIPTION: WI Insurance Agent (5) SENGLAUB FINANCIAL GROUP POSITION: Owner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/06/1986 ADDRESS: 3960 Hillside Dr., Ste. 201, Delafield WI 53018, United States DESCRIPTION: DBA used for marketing securities business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-05 |
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