| As of Date | 10/02/2026 |
| Registration | SEC, Approved, 10/08/2024 |
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| ADV Location | APPLETON, WI, United States |
| Contact Info | 920 xxxxxxx |
| Websites |
| AUM* | 168,219,428 |
| of that, discretionary | 168,219,428 100% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,187 |
| % High Net Worth | 13.87% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46641Q373 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$10,203,527 | % Position10.00% | $ Change-15.00% | # Change-15.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$10,615,466 | % Position10.00% | $ Change-13.00% | # Change-15.00% |
| Stck Ticker33741X102 | Stock NameFIRST TR EXCHANGE TRADED FD | $ Position$6,009,411 | % Position6.00% | $ Change-21.00% | # Change-16.00% |
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$6,557,389 | % Position6.00% | $ Change-24.00% | # Change-20.00% |
| Stck Ticker33733E104 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$4,278,809 | % Position4.00% | $ Change-15.00% | # Change-14.00% |
| Stck Ticker33734H106 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$4,201,963 | % Position4.00% | $ Change-19.00% | # Change-17.00% |
| Stck Ticker33740F888 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$4,724,971 | % Position4.00% | $ Change-22.00% | # Change-19.00% |
| Stck Ticker78463X509 | Stock NameSPDR INDEX SHS FDS | $ Position$3,893,905 | % Position4.00% | $ Change-14.00% | # Change-14.00% |
| Stck Ticker464287432 | Stock NameISHARES TR | $ Position$2,763,523 | % Position3.00% | $ Change-8.00% | # Change2.00% |
| Stck Ticker33739Q200 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$2,784,657 | % Position3.00% | $ Change-19.00% | # Change-17.00% |