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CRD 331940
MILWAUKEE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Ryan Isherwood | Chartered Financial Analyst | MILWAUKEE, WI | 2 | 23 | n/a | no |
| Michael Klenn | Chartered Financial Analyst | BROOKFIELD, IL | MILWAUKEE, WI | 0 | 16 | n/a | no |
| DILLON KENDALL HOOVER | Chartered Financial Analyst | CHICAGO, IL | MILWAUKEE, WI | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Isherwood, Ryan | MANAGING MEMBER | D | yes | 08/2024 | May 13, 2026 | May 13, 2026 |
| Klenn, Michael | Member | B | no | 10/2025 | May 13, 2026 | May 13, 2026 |
| SADZEWICZ, GERY, JOSEPH | CHIEF COMPLIANCE OFFICER | Na | no | 01/2026 | May 13, 2026 | May 13, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |