M•••••• F• P•••

Advisor at F•••• F••••••••

WAUSAU, WI | MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:270110f8-38ad-6558-3612-6524df3991a7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 19, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Feb 27, 2025	n/a	yes	WAUSAU, WI	Current employment
F•••• F••••••••	Independent wealth	Feb 15, 2011	n/a	yes	WAUSAU, WI\|MINNEAPOLIS, MN	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• D••••• A•••••••• L••	F•••• F••••••••	Mar 31, 2011	Feb 15, 2011	-44	Firm change after gap	Other

Relationships

Registered with (3)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Feb 27, 2025 to presentfactForm ADV
→ F•••• F••••••••Registered adviserregistration: current employment
Feb 15, 2011 to presentfactForm ADV
→ E••••• D••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 20, 2007 to Mar 31, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:270110f8-38ad-6558-3612-6524df3991a7
First observed: Mar 20, 2007
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.