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8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-06 |
Branch Locations
8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | MN | 01/2017 | 03/2020 |
| All American Coop & Progressive Ag Center | Stewartville | MN | 05/2016 | 01/2017 |
| Ameriprise Financial Services, Llc | Rochester | MN | 03/2020 | 05/2026 |
| Bank Cmg | Madison | WI | 05/2026 | Present |
| Lpl Financial Llc | Madison | WI | 05/2026 | Present |
| Cmg Wealth Advisors Llc | Madison | WI | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greenwoods Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name CMG Wealth Advisors LLC - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
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