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6601 Boulder Brook Court, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Davenport | IA | 11/2016 | 05/2018 |
| First Community Trust | Davenport | IA | 02/2014 | 10/2016 |
| Massmutual | Davenport | IA | 06/2018 | 04/2019 |
| Mml Investors Services | Davenport | IA | 09/2018 | 04/2019 |
| Proequities, Inc. | Dubuque | IA | 05/2019 | 09/2020 |
| Honkamp Krueger Financial Services Inc | Dubuque | IA | 05/2019 | 01/2024 |
| Avantax Investment Services, Inc. | Dubuque | IA | 09/2020 | 01/2024 |
| Wealth Enhancement Group | Dubuque | IA | 01/2024 | 02/2025 |
| Wealth Enhancement Advisory Services | Dubuque | IA | 01/2024 | 02/2025 |
| Ameriprise Financial Services, Llc | Dubuque | IA | 02/2025 | 06/2026 |
| Stackstone Wealth, Llc | Dubuque | IA | 06/2026 | Present |
INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 08/18; HOURS AS NEEDED TO SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
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