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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-14 |
Branch Locations
926 Willard Drive Suite 234, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interlachen Country Club | Edina | MN | 05/2016 | 10/2016 |
| Chap Thrift Store | Burnsville | MN | 11/2016 | 01/2017 |
| Thrivent Investment Management Inc | Story City | IA | 01/2017 | 09/2021 |
| Thrivent Financial | Appleton | WI | 01/2017 | 07/2017 |
| Thrivent Financial | Appleton | WI | 07/2017 | 09/2022 |
| Harbour Investments, Inc | Madison | WI | 10/2022 | Present |
| Wachholz & Associates Wealth Management | Green Bay | WI | 10/2022 | 08/2025 |
| Capital Seasons Wealth Management | Green Bay | WI | 08/2025 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Capital Seasons Wealth Management - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-06 |
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