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A•••••• F•••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

A•••••• F•••• K•••••

Advisor at C••••• R• W••••• L••

CRIVITZ, WI

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Search this name across graphsid dfx:ria:d1c012dd-6bfa-a261-62a0-fada7d9789d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 3, 2004 to Sep 14, 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: C••••• R• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 30, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• R• W••••• L••	State registered	Apr 8, 2010	n/a	yes	CRIVITZ, WI	Current employment
K••••••••• W••••• M••••••••• L••	Independent wealth	Jul 8, 2014	Apr 6, 2015	no	SHAWANO, WI\|GREEN BAY, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••••••• W••••• M••••••••• L••	n/a	Apr 6, 2015	n/a	n/a	Departure no registered destination	Departure
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••• R• W••••• L••	Jan 7, 2005	Apr 8, 2010	1,917

Relationships

Registered with (3)

→ C••••• R• W••••• L••Registered adviserregistration: current employment
Apr 8, 2010 to presentfactForm ADV
→ K••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 8, 2014 to Apr 6, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 3, 2004 to Jan 7, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1c012dd-6bfa-a261-62a0-fada7d9789d9
First observed: Feb 3, 2004
Last observed: Sep 14, 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.