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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Racine | WI | 12/2003 | 02/2018 |
| Johnson Bank | Racine | WI | 12/2003 | 05/2023 |
| Lpl Financial Llc | Racine | WI | 02/2018 | 06/2023 |
| Risk Strategies Co | Mount Pleasant | WI | 06/2023 | Present |
| Lion Street Financial | Mount Pleasant | WI | 07/2023 | 11/2025 |
| Lion Street Advisors | Mount Pleasant | WI | 07/2023 | 11/2025 |
| Integrity Alliance, Llc. | Mount Pleasant | WI | 11/2025 | Present |
| Integrity Alliance, Llc. | Mount Pleasant | WI | 11/2025 | Present |
RISK STRATEGIES POSITION: Employee NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2023 ADDRESS: 1103 Hunter Dr, Mount Pleasant WI 53406, United States DESCRIPTION: I help clients with life, disability and long-term care planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-09-10 |
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