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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-02 |
Branch Locations
4351 W College Ave Suite 110, Appleton, WI 54914 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
530 N Koeller St, Oshkosh, WI 54902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Oshkosh | WI | 12/2017 | 10/2019 |
| Gremmer & Associates, Inc. | Fond Du Lac | WI | 05/2008 | 12/2017 |
| 262 East Arndt Street, Llc | Omro | WI | 08/2011 | 09/2021 |
| Raymond James Financial Services Advisors Inc. | Oshkosh | WI | 03/2018 | 10/2019 |
| Aegis Financial | Oshkosh | WI | 12/2017 | 12/2025 |
| Oshkosh United Soccer Club | Oshkosh | WI | 04/2018 | Present |
| Private Client Services | Oshkosh | WI | 11/2019 | 11/2020 |
| Wealth Enhancement Group | Oshkosh | WI | 01/2026 | Present |
| Wealth Enhancement Advisory Services | Oshkosh | WI | 01/2026 | Present |
WINNEBAGO LUTHERAN ACADEMY - LAY MEMBER - FOND DU LAC, WI. EXECUTIVE BOARD MEMBER FOR SCHOOL. 3 HOURS PER MONTH .5 HOURS DURING TRADING HOURS. FOX VALLEY ESTATE PLANNING COUNCIL - BOARD MEMBER - APPLETON, WI. INFORM MEMBERS OF CURRENT ISSUES THAT AFFECT FINANCIAL, TAX, AND ESTATE PLANNING PROFESSIONALS. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. OSHKOSH UNITED SOCCER CLUB - COACH - OSHKOSH, WI. COACHING YOUTH SOCCER. SEASONALLY 24-30 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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