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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Iron Mountain | MI | 06/2016 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Iron Mountain | MI | 08/2017 | 12/2018 |
| El Capitan | Florence | WI | 11/2016 | 12/2017 |
| Flagstar Bank | Iron Mountain | MI | 12/2018 | 05/2024 |
| Infinex Investments, Inc. | Meriden | CT | 12/2018 | 01/2024 |
| Lpl Financial Llc | Iron Mountain | MI | 02/2024 | 05/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | 07/2025 |
| Rebecca Chartier Air Bnb | Norway | MI | 01/2024 | 06/2025 |
| Simone Insurance | Iron Mountain | MI | 06/2024 | 07/2025 |
| Great Lakes Fmg | Marinette | WI | 06/2024 | 07/2025 |
| Nate Ladsten Insurance Agency | Walworth | WI | 07/2025 | 02/2026 |
| State Farm Vp Management Corp | Milwaukee | WI | 10/2025 | 02/2026 |
| State Farm Vp Management Corp | Walworth | WI | 10/2025 | 02/2026 |
| Bob Vitt Insurance Agency | Milwaukee | WI | 06/2025 | 02/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2026 | Present |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-29 |
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