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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-01-23 |
Branch Locations
2525 N Mayfair Rd Suite 240, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guthmann Tax Services Llc | Milwaukee | WI | 09/2017 | Present |
| Unemployed | Brookfield | WI | 07/2017 | 09/2017 |
| Ey | Milwaukee | WI | 07/2016 | 07/2017 |
1)Guthmann Tax Services, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)J&P Pistachio Ranch | PO Box 65 Bowie, AZ 85605 | Passive Partner | Description: No duties | Beginning 1/2008 | 0 hours per month, 0 hours during trading | Unpaid | Not investment related 4)Evergreen Terrace | 744 Evergreen Drive, Hartford, WI 53027 | Limited Partner | Description: Residential real estate managed by Brew City Capital Group, I own 4.35% of the investment and have no decision making ability | Beginning 10/2023 | 0 hours per month, 0 during trading hours | Unpaid | Not investment related 5)Guthmann Tax Services, Inc. | 2525 N Mayfair Road, Suite 240, Milwaukee, WI 53226 | Owner | Description: Tax services business | Beginning 2019 | 20 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
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