Steven Kurt Schalig

Current Employers

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2010-01-04

WI RA
APPROVED

Since 2010-01-04

Branch Locations

13150 Watertown Plank Rd Suite 202, Elm Grove, WI 53122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Harbour Investments, Inc.	Madison	WI	10/2003	Present
Schalig Financial Management	Oconomowoc	WI	10/2003	03/2017
Nichols Creek Wealth Partners	Elm Grove	WI	03/2017	Present

10/2003 → Present

Harbour Investments, Inc.

Madison, WI
10/2003 → 03/2017

Schalig Financial Management

Oconomowoc, WI
03/2017 → Present

Nichols Creek Wealth Partners

Elm Grove, WI

Other Businesses

1)Nichols Creek Wealth Partners - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-11-10
S63	Uniform Securities Agent State Law Examination	2001-02-06

S66 Uniform Combined State Law Examination

2009-11-10
S63 Uniform Securities Agent State Law Examination

2001-02-06

Other Names

Steven K Schalig

View on SEC IAPD

Current Employers

Harbour Investments, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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