4321 West College Avenue
Suite 200
Appleton, WI 54914
920-606-9446
I provide comprehensive financial planning for my clients from investment,estate planning,life insurance,annuities, disability, and long term care. I am an independent broker and represent multiple companies.I am a member of NAIFA and MDRT. I belong to the Fox Valley Estate Planning Council.
Firm Start Year
CRD#
Insurance License#
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Financial Organization Memberships
Non-Financial Organization Memberships
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Additional Details on Charges
BBA Finance - Finance