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1131 Main Street, Onalaska, WI 54650 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-23 |
| WI | RA | APPROVED | 2021-04-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Msi/Mml Investors Services, Llc | La Crosse | WI | 11/2016 | 03/2020 |
| Massachusetts Mutual Life Insurance | La Crosse | WI | 09/2015 | 03/2020 |
| Voya Financial Advisors, Inc. | La Crosse | WI | 03/2020 | 04/2021 |
| La Crosse Financial Planning Inc. | La Crosse | WI | 04/2021 | Present |
Podcast Host and Blogger at RetireMentorship. RetireMentorship is and educational podcast and blog that is free to the public. It does not give advice and is not affiliated with the Registered Investment Adviser.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
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