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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-25 |
| LA | RA | APPROVED | 2024-08-14 |
| AZ | RA | APPROVED | 2024-05-17 |
| HI | RA | APPROVED | 2024-05-14 |
| WV | RA | APPROVED | 2024-05-09 |
| DE | RA | APPROVED | 2024-05-08 |
| NH | RA | APPROVED | 2024-05-07 |
| WY | RA | APPROVED | 2024-05-07 |
| AR | RA | APPROVED | 2024-05-06 |
| GA | RA | APPROVED | 2024-05-06 |
| NC | RA | APPROVED | 2024-05-06 |
| ND | RA | APPROVED | 2024-05-06 |
| VI | RA | APPROVED | 2024-05-06 |
| AL | RA | APPROVED | 2024-05-03 |
| IL | RA | APPROVED | 2024-05-03 |
| KY | RA | APPROVED | 2024-05-03 |
| MD | RA | APPROVED | 2024-05-03 |
| MI | RA | APPROVED | 2024-05-03 |
| OR | RA | APPROVED | 2024-05-03 |
| WA | RA | APPROVED | 2024-05-03 |
| CA | RA | APPROVED | 2024-05-02 |
| FL | RA | APPROVED | 2024-05-02 |
| IN | RA | APPROVED | 2024-05-02 |
| IA | RA | APPROVED | 2024-05-02 |
| MO | RA | APPROVED | 2024-05-02 |
| MT | RA | APPROVED | 2024-05-02 |
| NJ | RA | APPROVED | 2024-05-02 |
| NM | RA | APPROVED | 2024-05-02 |
| PA | RA | APPROVED | 2024-05-02 |
| RI | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED_RES | 2024-05-02 |
| VA | RA | APPROVED | 2024-05-02 |
| AK | RA | APPROVED | 2024-05-01 |
| CO | RA | APPROVED | 2024-05-01 |
| CT | RA | APPROVED | 2024-05-01 |
| ID | RA | APPROVED | 2024-05-01 |
| KS | RA | APPROVED | 2024-05-01 |
| ME | RA | APPROVED | 2024-05-01 |
| MN | RA | APPROVED | 2024-05-01 |
| MS | RA | APPROVED | 2024-05-01 |
| NE | RA | APPROVED | 2024-05-01 |
| NV | RA | APPROVED | 2024-05-01 |
| NY | RA | APPROVED | 2024-05-01 |
| OH | RA | APPROVED | 2024-05-01 |
| OK | RA | APPROVED | 2024-05-01 |
| SC | RA | APPROVED | 2024-05-01 |
| SD | RA | APPROVED | 2024-05-01 |
| UT | RA | APPROVED | 2024-05-01 |
| VT | RA | APPROVED | 2024-05-01 |
| WI | RA | APPROVED | 2022-09-15 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
100 West Lawrence Street Suite 500, Appleton, WI 54911 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huberty Wealth Management | Fond Du Lac | WI | 06/2019 | 02/2021 |
| Huberty & Associates S.C. | Fond Du Lac | WI | 07/2019 | 02/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2019 | 01/2020 |
| Ap Nonwieler | Oshkosh | WI | 10/2018 | 03/2019 |
| Oshkosh Corporation | Oshkosh | WI | 07/2018 | 09/2018 |
| Plexus | Neenah | WI | 06/2017 | 09/2017 |
| Full Time Student | Oshkosh | WI | 09/2005 | 06/2019 |
| Oshkosh Area School District | Oshkosh | WI | 03/2015 | 09/2016 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2020 | 02/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2020 | 02/2021 |
| Wipfli Financial Advisors, Llc | Appleton | WI | 06/2021 | 09/2022 |
| Unemployed | Appleton | WI | 03/2021 | 05/2021 |
| Cliftonlarsonallen Wealth Advisors, Llc | Appleton | WI | 09/2022 | Present |
1. Tropical Tide LLC - Not investment related; Real estate focused; will spend 0-15 hours annually on the business with compensation from $0 to $5,000 annually 2. Jaeger Holdings LLC - Not investment related; Real estate focused; will spend 0-20 hours annually on the business with compensation from $0 to $10,000 annually 3. Winnebago Real Estate - Not investment related; Real estate focused; will spend 0-15 hours annually on the business with compensation from $0 to $5,000 annually 4. Winnebago Renovations - Not Investment related; Real estate focused; will spend 0-15 hours annually on the business with compensation from $0 to $5,000 annually
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-18 |
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