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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2013-06-10 |
Branch Locations
100 N Grand Ave Suite 216, Sun Prairie, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 05/2007 | Present |
| Susan Olson Insurance & Financial Solutions | Sun Prairie | WI | 06/2013 | Present |
1)Talent Insurance & Financial Solutions - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Land rental | Soldiers Grove, WI | Owner | Description: rent our land to a farmer | Beginning 2002 | 0 hours per week, 0 hours during trading hours | Paid position | Not investment related 4)Showen Excavating | 303 Main Street, Gays Mills, WI 54631 | Bookkeeper | Description: Complete monthly payroll | Beginning 8/2004 | 1 hour per month, 0 hours during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-21 |
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