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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
Brookfield, WI • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 07/2015 | 01/2022 |
| Horter Investment Management Llc | Cincinnati | OH | 05/2022 | 07/2022 |
| Go Great Lakes Financial Llc | Brookfield | WI | 07/2015 | Present |
| Iams Wealth Management | Omaha | NE | 01/2023 | Present |
The Name of the other business: GO GREAT LAKES FINANCIAL, LLC Investment Related? Yes Address of other business: 15240 Indian Creek Parkway, Brookfield, WI 53005 Nature of other business: Annuities and insurance Your position: Owner Start Date: 07/2015 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Insurance and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-07 |
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