| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 11/14/1971 |
| ADV Location | STEVENS POINT, WI, United States |
| Contact Info | 715 xxxxxxx |
| AUM* | 1,434,035,455 0% |
| of that, discretionary | 1,434,035,455 0% |
| Number of Employees | 10 -9% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 717,017,728 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD EXTENDED MKT INDEX FU | $ Position$167,962 | % Position100.00% | $ Change15.00% | # Change0.00% |