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6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-07 |
Branch Locations
6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Penn | Middleton | WI | 12/2021 | 01/2024 |
| Ameriprise Financial | Madison | WI | 05/2018 | 11/2021 |
| Edward Jones | Madison | WI | 11/2017 | 05/2018 |
| Enterprise Holdings | Waukesha | WI | 08/2014 | 10/2017 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 01/2022 | 01/2024 |
| Edward Jones | Madison | WI | 01/2018 | 03/2018 |
| Edward Jones | Madison | WI | 12/2017 | 03/2018 |
| Ameriprise Financial Services, Llc | Madison | WI | 10/2018 | 11/2021 |
| Milestone Investment Advisors, Llc | Middleton | WI | 02/2024 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; MIDDLETON, WI; INSURANCE SALES; START - 2/2018; 0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-13 |
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