John Luke Harezlak

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Benefit Planning Services
  Rockford, IL
• 09/2014 → Present
  Harbour Investments
  Madison, WI
• 01/2016 → Present
  Harezlak Financial Group Llc
  Rockford, IL

Previous Registrations

• 2010-11-17 → 2014-09-22
  Kestra Investment Services, Llc
  Rockford, IL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-02
• S63 Uniform Securities Agent State Law Examination
  2002-03-14