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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
16655 W Bluemound Rd Suite 150, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrise, Polzin & Co | Brookfield | WI | 07/1986 | Present |
| Mpc Advisors, Llc | Brookfield | WI | 02/2011 | 04/2017 |
| Girard Securities, Inc. | San Diego | CA | 02/2011 | 04/2017 |
| Woodbury Financial Services Inc | Brookfield | WI | 04/2017 | 01/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
1) MPC INSURANCE SERVICES POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 07/01/1986 ADDRESS: 16655 W. Bluemound Road, Suite 150, Brookfield WI 53005, United States DESCRIPTION: Sales of Life Insurance and Long Term Care insurance. 2) MIDWEST PLANNING COMPANY DBA MPC ADVISERS POSITION: Financial Advisor with Woodbury Financial Services, Inc. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 16655 W. Bluemound Road, Suite #150, Brookfield WI 53005, United States DESCRIPTION: This is for advertising/marketing purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-01 |
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