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Shorewood, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
| CA | RA | APPROVED | 2025-06-03 |
| IL | RA | APPROVED | 2025-06-03 |
| MN | RA | APPROVED | 2025-06-03 |
| NH | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-06-03 |
| WI | RA | APPROVED | 2024-03-25 |
Branch Locations
146 Algoma Blvd Suite E, Oshkosh, WI 54901 • United States
Shorewood, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Ripon | WI | 03/2014 | 04/2018 |
| Kritter Kastle | Rosendale | WI | 04/2018 | 09/2018 |
| Go Fetch | Winneconne | WI | 06/2018 | 06/2019 |
| Ripon College- Willmore Center | Ripon | WI | 05/2017 | 02/2020 |
| Student | Ripon | WI | 02/2020 | 06/2020 |
| Appanasha Pet Clinic | Menasha | WI | 06/2020 | 02/2021 |
| Tower View Wealth Management | Oshkosh | WI | 02/2021 | Present |
| Tower View Wealth Management Llc | Shorewood | WI | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-23 |
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