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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-15 |
Branch Locations
2727 N Grandview Blvd, Suite 208, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw-Oshkosh Fox Cities Campus | Neenah | WI | 08/2021 | 05/2022 |
| Uw-Whitewater | Whitewater | WI | 09/2022 | 12/2023 |
| Mcdonald's | Appleton | WI | 06/2017 | 12/2018 |
| Kwik Trip | Appleton | WI | 01/2019 | 07/2021 |
| Mi-T Fence | Appleton | WI | 05/2019 | 08/2020 |
| Avery Dennison | Neenah | WI | 05/2021 | 08/2022 |
| Amazon | Goodyear | AZ | 05/2023 | 07/2023 |
| Iag Wealth Partners, Llc | Waukesha | WI | 05/2024 | 09/2025 |
| Blue Sky Contractors | Appleton | WI | 02/2024 | 05/2024 |
| Unemployed | Appleton | WI | 02/2013 | 06/2017 |
| Lpl Financial | Waukesha | WI | 05/2024 | 09/2025 |
| Iag Wealth Partners, Llc | Waukesha | WI | 09/2025 | 07/2026 |
| Lpl Financial | Waukesha | WI | 09/2025 | 07/2026 |
| Courts Financial Strategies, Llc | Waukesha | WI | 07/2026 | Present |
| Osaic Wealth, Inc. | Waukesha | WI | 07/2026 | Present |
COURTS FINANCIAL STRATEGIES LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 07/08/2026 ADDRESS: 2727 N Grandview Blvd, Ste 208, Waukesha WI 53188, United States DESCRIPTION: I am training to be a financial planner. I am sitting in on client meetings, learning the systems, learning taxes, opening accounts for another advisor, generating paperwork, and maintaining client records.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
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