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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Planning Services | Rockford | IL | 09/2007 | Present |
| Harbour Investments | Madison | WI | 09/2014 | Present |
| Harezlak Financial Group Llc | Rockford | IL | 01/2016 | Present |
1)Harezlak Financial Group, LLC - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-14 |
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