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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-12 |
| WI | RA | APPROVED | 2021-11-12 |
Branch Locations
606 Henriette Ave, Crivitz, WI 54114 • United States
290 Main St, Waiusaukee, WI 54177 • United States
N18630 Highway 141, Pembine, WI 54156 • United States
101 Bralik Way, Oconto, WI 54153 • United States
1111 10Th St., Menominee, MI 49858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Menominee | MI | 08/2011 | 11/2021 |
| Stephenson National Bank & Trust | Menominee | MI | 08/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2021 | Present |
1) SAM HOFER, 1111 10TH STREET, MENOMINEE, MI, 08/25/2011, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5/HR MO, 5/HR MO TRADING 2) STEPHENSON FINANCIAL SERVICES, LLC., 1111 10TH STREET, MENOMINEE, MI, FIRM DBA, INV REL, 0/HR MO, 80/HR MO TRADING 3) STEPHENSON NATIONAL BANK & TRUST DEPARTMENT, 1111 10TH STREET, MENOMINEE, MI RELATIONSHIP MANAGER, 08/25/2011, INV REL, 60/HR MO, 40/HR MO TRADING 4) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
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