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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-12 |
Branch Locations
635 2Nd Ave S, Onalaska, WI 54650 • United States
101 South 108Th Avenue, Omaha, NE 68154 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| La Crosse Country Club | La Crosse | WI | 09/2015 | 01/2018 |
| Modern Woodmen Of America | Rock Island | IL | 01/2017 | 11/2019 |
| Mwa Financial Services Inc | Rock Island | IL | 02/2017 | 11/2019 |
| Securities America, Inc. | Onalaska | WI | 11/2019 | 06/2024 |
| Securities America Advisors | Onalaska | WI | 01/2020 | 06/2024 |
| Osaic Wealth, Inc. | Onalaska | WI | 06/2024 | Present |
| Wealthplan Partners | Omaha | NE | 09/2024 | Present |
1. K9 KISSES, LLC; NON-INVESTMENT RELATED; 1216 WILSON STREET, ONALASKA, WI 54650; DOG SITTING; OWNER; 01/01/2023; 10 HOURS PER MONTH SPENT ON THIS OBA; 0 HOURS SPENT DURING SECURITIES TRADING HOURS; WATCH AND WALK DOGS FOR CLIENTELE. 2. WEALTH PLAN POSITION: Financial Advisor NATURE: It is an RIA, Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 09/05/2024 ADDRESS: 635 2nd Ave S, Onalaska WI 54650, United States DESCRIPTION: This overlaps with my duties from Osaic Wealth as I meet with clients, do financial reviews, work with retirement plans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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