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Advisor at MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
Menomonee Falls, 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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | Independent wealth | Nov 27, 2019 | n/a | yes | Menomonee Falls, WI | Current employment |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Mar 7, 2019 | Dec 2, 2019 | no | Milwaukee, WI|MINNEAPOLIS, MN | Previous registration |
| SCHENCK INVESTMENT SOLUTIONS LLC | Former SEC adviser | Jan 8, 2018 | Mar 6, 2019 | no | Milwaukee, WI|APPLETON, WI | Previous registration |
| JOHNSON WEALTH INC. | Mixed wealth | Feb 27, 2017 | Nov 16, 2017 | no | Racine, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | Dec 2, 2019 | Nov 27, 2019 | -5 | Firm change | Ibd to RIA |
| SCHENCK INVESTMENT SOLUTIONS LLC | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Mar 6, 2019 | Mar 7, 2019 | 1 | Firm change | RIA to ibd |
| JOHNSON WEALTH INC. | SCHENCK INVESTMENT SOLUTIONS LLC | Nov 16, 2017 | Jan 8, 2018 | 53 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112997:38357:WI:2019-03-06 | Mar 6, 2019 | Mar 7, 2019 | APPLETON, WI | Firm change |