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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-05 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Retirement Group | Neenah | WI | 06/2018 | Present |
| Big Rig Chrome Shop | Oshkosh | WI | 01/2017 | 06/2018 |
| Extreme Customs | Oshksosh | WI | 06/2016 | 01/2017 |
InPower Investments Non-Investment Related 1760 American Dr. Neenah, WI 54956 Life and Health Insurance and Annuities Agent 06/2018 20 Hours I will be providing advice on Health, Life, and Annuities for sale to investment clients as it is crucial to understand and look at for a retirement plan
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
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