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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-06 |
| CO | RA | APPROVED | 2022-04-26 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
2595 Canyon Blvd Ste 320, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klaas Financial Asset Advisors, Llc | Fitchburg | WI | 03/2020 | 12/2021 |
| Treehouse Foods | Greenbay | WI | 11/2019 | 12/2019 |
| Googins Advisors | Middleton | WI | 11/2017 | 04/2022 |
| Northwestern Mutual | Green Bay | WI | 05/2017 | 08/2017 |
| University Of Wisconsin-Madison - Recreational Sports | Madison | WI | 01/2015 | 05/2018 |
| University Of Wisconsin-Madison | Madison | WI | 09/2014 | 05/2019 |
| Mercer Global Advisors Inc | Boulder | CO | 04/2022 | 09/2022 |
| Mercer Global Advisors Inc. | Boulder | CO | 09/2022 | 09/2023 |
| Mercer Global Advisors Inc. | Boulder | CO | 09/2023 | Present |
(1) NAME: 1403 SOUTH, LLC. INVESTMENT RELATED: NO. ADDRESS: 1403 S. MAIN ST., OSHKOSH, WI 54902. NATURE: RENTAL PROPERTY. RELATIONSHIP: LLC MEMBER. START DATE: 12/1/2019. HOURS/MONTH: 0. HOURS/MONTH DURING TRADING HOURS: 0. DUTIES: MEMBER OF LLC THAT OWNS, RENOVATES, AND RENTS PROPERTIES. (2) NAME: LJ1, LLC. INVESTMENT RELATED: NO. ADDRESS: 1253 DOVER LN., ASHWAUBENON, WI 54313. NATURE: RENTAL PROPERTY. RELATIONSHIP: LLC MEMBER. START DATE: 2/21/2020. HOURS/MONTH: 0. HOURS/MONTH DURING TRADING HOURS: 0. DUTIES: MEMBER OF LLC THAT OWNS, RENOVATES, AND RENTS PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
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