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8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-06 |
Branch Locations
8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1997-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed For Month Of 1/86 For Relocat | Sarasota | FL | 01/1986 | Present |
| Norweigian Hollow Farm | Dodgeville | WI | 05/1991 | Present |
| Farmers Savings Bank | Mineral Point | WI | 02/1993 | Present |
| Commonwealth Equity Services, Inc. | Mineral Point | WI | 02/1997 | Present |
| Cmg Wealth Advisors Llc | Madison | WI | 07/2026 | Present |
1. Fixed insurance sales, as of 01/1998, Less than 1% of time spent during business hours, conducted from branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-24 |
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