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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-19 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Brookfield | WI | 05/2026 | Present |
| Bankers Life Securities, Inc. | Chicago | IL | 09/2016 | 03/2020 |
| Bankers Life Advisory Services, Inc. | Chicago | IL | 03/2017 | 03/2020 |
| Bankers Life & Casualty Co. | Chicago | IL | 09/2013 | 03/2020 |
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 04/2020 | 05/2024 |
| Farmers State Bank | Waterloo | IA | 04/2020 | 05/2022 |
| Alliance America | Mukwonago | WI | 06/2024 | Present |
| United Advisors America | Mukwonago | WI | 06/2024 | Present |
MIDWEST PLANNING COMPANY, LLC DBA MPC ADVISERS POSITION: Registered Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 37 START DATE: 05/26/2026 ADDRESS: 16655 W. Bluemound Rd, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Assisting adviser in an administrative a capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
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