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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-07 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hidden Glen Golf Club | Cedarburg | WI | 07/2018 | 08/2024 |
| University Of Wisconsin - Madison | Madison | WI | 01/2022 | 05/2022 |
| University Of Wisconsin - Madison | Madison | WI | 08/2022 | 05/2025 |
| Mpc Advisers, Llc | Madison | WI | 05/2023 | 02/2025 |
| Student | Cedarburg | WI | 02/2015 | 05/2025 |
| Osaic Wealth Inc | Brookfield | WI | 02/2025 | Present |
MIDWEST PLANNING COMPANY, LLC DBA MPC ADVISERS POSITION: Registered Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2025 ADDRESS: 16655 W Bluemound Rd, STE 150, Brookfield WI 53005, United States DESCRIPTION: Assisting adviser in an administrative capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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