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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-04-19 |
Branch Locations
500 Elm Grove Road Suite 200, Elm Grove, WI 53122 • 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 |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 08/2017 | 04/2023 |
| The Leist Group, Llc | Elm Grove | WI | 08/2016 | Present |
| Cue Club Of Wisconsin | Waukesha | WI | 01/2014 | 06/2017 |
| Harbour Investments, Inc. | Madison | WI | 04/2023 | Present |
1)The Leist Group, LLC - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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