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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2001-04-20 |
Branch Locations
17975 W Sarah Lane Suite 180, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 04/2001 | Present |
| John Augustin & Associates, Llc | Brookfield | WI | 04/2001 | 07/2025 |
| Wealth Distribution Strategies | Brookfield | WI | 08/2025 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Wealth Distribution Strategies - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-18 |
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