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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wdux Radio/Laird Broadcasting | Waupaca | WI | 11/1991 | 07/2017 |
| Thrivent Investment Management Inc | Waupaca | WI | 07/2017 | 05/2018 |
| Thrivent Financial | Appleton | WI | 07/2017 | 11/2017 |
| Thrivent Financial | Appleton | WI | 11/2017 | 05/2018 |
| Edward Jones | St. Louis | MO | 05/2018 | 09/2022 |
| Norwex | Waupaca | WI | 03/2015 | 02/2018 |
| Principal Life Insurance Company | Neenah | WI | 09/2022 | 12/2022 |
| Principal Securities Inc | Neenah | WI | 09/2022 | 01/2023 |
| Synergy Advisory Group | Neenah | WI | 09/2022 | 12/2022 |
| Woodbury Financial Services Inc | Waupaca | WI | 01/2023 | 01/2024 |
| Osaic Wealth, Inc. | Waupaca | WI | 01/2024 | Present |
1.TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2023 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304 DESCRIPTION: Share best practices 2. TRINITY LUTHERAN CHURCH POSITION: Audit Committee NATURE: Church- Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2023 ADDRESS: 206 E Badger St, Waupaca WI 54981 DESCRIPTION: do an annual audit of the church 3. THURSDAY NIGHT LADIES GOLF LEAGUE POSITION: Secretary NATURE: it's just a golf league INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2025 ADDRESS: 5310 County Rd II, Larson WI 54947, United States DESCRIPTION: Take notes at meetings. Help choose dates of play and banquet. Help choose themes or hole events for weekly play. 4. AMERICAN LEGION AUXILIARY POSITION: member NATURE: Advocating for Veterans. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2025 ADDRESS: 322 Waupaca St, Fremont WI 54940, United States DESCRIPTION: attend meetings, hand out poppies on July 4th 5. SPECIAL OLYMPICS POSITION: Coach NATURE: Non-profit for individuals with intellectual disabilities to play sports. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 2310 Crossroads Dr, Madison WI 53718, United States DESCRIPTION: Coach for golf 6. GRENLIE FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/16/2026 ADDRESS: 8891 Wolf River Rd, Fremont WI 54940, United States DESCRIPTION: Financial Advisor- help clients invest.Insurance Sales- help clients with insurance and annuities needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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