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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2317 International Lane Suite 203, Madison, WI 53704 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | 19520 W Catawba Avenue Suite 112 | NC | 03/2017 | Present |
| Expedition Retirement | Madison | WI | 09/2016 | Present |
| The Retirement Classroom | Madison | WI | 10/2013 | Present |
| Schreck Insurance | Madison | WI | 01/2004 | 09/2016 |
Expedition Retirement and The Retirement Classroom. Both are LLC's. I co-own the Retirement Classroom. It provides free educational classes on retirement-related topics. Expedition Retirement is my own practice. I also have down-line agents that are health and life licensed under Expedition Retirement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
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