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790 North Water Street Suite 1850, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-08 |
Branch Locations
790 North Water Street Suite 1850, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compeer Financial | Prairie Du Sac | WI | 05/2016 | 10/2022 |
| Success Mortgage Partners | Prairie Du Sac | WI | 12/2022 | Present |
| Bruckert Homestead | Prairie Du Sac | WI | 01/2021 | Present |
| Kindschis Inc | Prairie Du Sac | WI | 01/2010 | 12/2016 |
Bruckert Homestead. Not investment related. Address is home address of S8467 Old Bluff Trail, Prairie du Sac, WI 53578 Farming Owner Sole Proprietor Start Date of 1/1/2021 30 hours per month 0 Duties of crop production and cattle production
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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