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19435 W. Capitol Drive, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-10 |
Branch Locations
19435 W. Capitol Drive, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Francis Llc | Brookfield | WI | 05/2026 | Present |
| Nicolet National Bank | Green Bay | WI | 12/2022 | 04/2026 |
| Premier Financial Credit Union | New Holstein | WI | 11/2017 | 09/2022 |
| Papa Don's Pizzeria | Chilton | WI | 05/2016 | 11/2017 |
On Board of Directors for a non-profit, Casa Alba Melanie. It is not investment related. It is a Hispanic resource center. Started January of 2026. Devotes 4 hours per month approximately. This is located in Green Bay, WI. Treasurer for a non-profit, Full Circle Community Closet. It isn't investment related. This is a store that provides clothing for kids at lower prices in New Holstein, WI. One hour per month is devoted to this. Became the Treasurer in June of 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
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