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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-05-28 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two Lakes Supper Club | Almond | WI | 04/2007 | 05/2017 |
| University Of Wisconsin Whitewater | Whitewater | WI | 09/2014 | 05/2018 |
| The Tranel Financial Group | Libertyville | IL | 06/2017 | 08/2017 |
| Liberty One Investment Management | Libertyville | IL | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-13 |
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