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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-04 |
Branch Locations
500 Elm Grove Road Suite 200, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leist Group, Llc | Elm Grove | WI | 07/2021 | Present |
| The Leist Group, Llc | Elm Grove | WI | 06/2025 | Present |
| Harbour Investments, Inc | Madison | WI | 06/2025 | Present |
| First Fidelity Home Mortgage | Delafield | WI | 05/2017 | Present |
| Wisconsin Preferred Insurance | New Berlin | WI | 02/2018 | Present |
| At&T | Brookfield | WI | 01/2003 | 03/2017 |
1)The Leist Group - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)1st Fidelity Home Mortgage of Wisconsin, LLC | 2301 Sun Valley Drive, Suite 319, Delafield, WI 53018 | Mortgage Loan Officer | Description: Solicit, originate and process residential mortgages | Beginning 5/2017 | 5 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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