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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-02 |
Branch Locations
530 N Koeller St, Oshkosh, WI 54902 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
4351 W College Ave Suite 110, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waupaca Foundry | Waupaca | WI | 01/2019 | 06/2020 |
| Graziano Gardens | Pine River | WI | 05/2012 | 09/2020 |
| Modern Woodman Of America | Appleton | WI | 05/2021 | 10/2021 |
| Wipfli Financial Advisors | Green Bay | WI | 06/2022 | 09/2022 |
| University Of Wisconsin Oshkosh | Oshkosh | WI | 09/2019 | 12/2022 |
| Valley Bakers Cooperative Association | Appleton | WI | 05/2021 | Present |
| Bowman & Company S.C. | Oshkosh | WI | 06/2024 | 12/2025 |
| Wealth Enhancement Group | Appleton | WI | 01/2026 | Present |
| Wealth Enhancement Advisory Services | Appleton | WI | 01/2026 | Present |
WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - APPLETON, WI. LICENSED AGENT TO SELL FIXED INSURANCE PRODICTS. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. INFINITY MIDWEST MANAGEMENT - OWNER - APPLETON, WI. CORPORATION FORMED TO OWN PROPERTIES TO RENT. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. VALLEY BAKERS COOPERATIVE ASSOCIATION - FORKLIFT OPERATOR - GREENVILLE, WI. PART TIME FORKLIFT OPERATOR AT WAREHOUSE FACILITY. 8-18 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-17 |
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