| As of Date | 04/27/2026 |
| 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$12,074,135 | % Position10.00% | $ Change9.00% | # Change2.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$12,256,536 | % Position10.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$8,617,100 | % Position7.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker33741X102 | Stock NameFIRST TR EXCHANGE TRADED FD | $ Position$7,607,868 | % Position6.00% | $ Change11.00% | # Change2.00% |
| Stck Ticker33740F888 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$6,093,535 | % Position5.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker78463X509 | Stock NameSPDR INDEX SHS FDS | $ Position$4,532,200 | % Position4.00% | $ Change12.00% | # Change1.00% |
| Stck Ticker33733E104 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$5,007,533 | % Position4.00% | $ Change4.00% | # Change2.00% |
| Stck Ticker33734H106 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$5,172,653 | % Position4.00% | $ Change6.00% | # Change3.00% |
| Stck Ticker33739Q200 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$3,447,564 | % Position3.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker66538H534 | Stock NameNORTHERN LTS FD TR IV | $ Position$2,223,055 | % Position2.00% | $ Change19.00% | # Change-3.00% |