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Registered advisor
K•••• A••• B••••••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as K•••• A••• B••••••••• A• B••••••••
At current firm
5 y
since May 1, 2021
In the industry
28 y
since Jun 23, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince May 1, 2021 · Green Bay, Wi
- L•• F•••••••• L•• BD affiliatedMar 24, 2021 to Jun 2, 2021 · Manitowoc, Wi
- B•• H••••• F•••••••• A•••••••• I•• formerAug 1, 2012 to Mar 24, 2021 · New Holstein, Wi
- M•• I••••••••• M••••••••• C•••• formerApr 7, 2010 to Apr 18, 2012 · Milwaukee, Wi
- M•• F•••••••• A•••••••• I••• formerSep 15, 2005 to Aug 1, 2012 · Sheboygan, Wi
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to M••••• S••••••left Jun 2, 2021, registered May 1, 2021 (-32 days) · Affiliated broker-dealer or bank to wirehouse
- B•• H••••• F•••••••• A•••••••• I•• to L•• F•••••••• L••left Mar 24, 2021, registered Mar 24, 2021 (0 days) · corporate re-registration, not a move
- M•• F•••••••• A•••••••• I••• to B•• H••••• F•••••••• A•••••••• I••left Aug 1, 2012, registered Aug 1, 2012 (0 days) · corporate re-registration, not a move
- M•• I••••••••• M••••••••• C•••• to B•• H••••• F•••••••• A•••••••• I••left Apr 18, 2012, registered Aug 1, 2012 (105 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address