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1755 W Paradise Drive Suite 102, West Bend, WI 53095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-03-25 |
Branch Locations
1755 W Paradise Drive Suite 102, West Bend, WI 53095 • United States
1755 W. Paradise Dr., West Bend, WI 53095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | Davenport | IA | 02/2018 | 08/2020 |
| Self Employed | Middleton | WI | 02/2016 | 02/2018 |
| Cwp Private Wealth Management | West Bend | WI | 01/2021 | Present |
| Self Employed | Middleton | WI | 08/2020 | 12/2020 |
| Hbw Ria Services Llc | West Bend | WI | 03/2022 | Present |
INDEPENDENT INSURANCE AGENT;INVESTMENT RELATED; MIDDLETON, WI, INSURANCE SALES; AGENT;ACTIVITY BEGAN 03/1986; I DEVOTE LESS THAN ONE HOUR PER MONTH TO THIS ACTIVITY AND NONE DURING TRADING HOURS; SALES OF INSURANCE PRODUCTS; COMPENSATION IS COMMISSION. CAPITAL WEALTH PLAN, LLC; INVESTMENT RELATED; WEST BEND, WI; RIA; BUSINESS MANAGER; ACTIVITY BEGAN 08/2018; I DEVOTE APPX 60 HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; ASSIST IN COORDINATION OF 3 INDEPENDENT RIA'S UNDER ONE RIA. 03/2022 MEMBER HBW RIA SERVICES, LLC. A REGISTERED INVESTMENT ADVISOR MEMBER/CHIEF COMPLIANCE OFFICER; RIA SERVICES LLC DBA CWP PRIVATE WEALTH MANAGEMENT; ACTIVITY BEGAN 1/1/2021; I DEVOTE APPX 25 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-03 |
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