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Current Employers
Harbour Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-05-16
  • WI RA
    APPROVED
    Since 2016-05-16

Branch Locations

32625 Vista View Dr, Burlington, WI 53105 • 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
OrganizationCityStateFromTo
Daniel A. Krueger Insurance Sales Brookfield WI 08/1991 Present
Provident Ins. Group West Allis WI 03/2010 Present
Harbour Investments, Inc Madison WI 05/2016 Present
  • 08/1991 → Present
    Daniel A. Krueger Insurance Sales
    Brookfield, WI
  • 03/2010 → Present
    Provident Ins. Group
    West Allis, WI
  • 05/2016 → Present
    Madison, WI
Previous Registrations
  • 2012-11-27 → 2016-05-27
    Brookfield, WI
  • 2009-12-16 → 2013-05-08
    Grove Point Investments, Llc
    Elm Grove, WI
    Elm Grove, WI
  • 2009-09-08 → 2009-12-22
    Brookfield, WI
  • 2002-09-10 → 2009-09-08
    Waterstone Financial Group, Inc.
    Brookfield, WI
    Brookfield, WI
  • 2000-02-10 → 2002-09-11
    Ffp Advisory Services Inc
    Brookfield, WI
Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Krueger Wealth Services - DBA 3)Krueger Wealth Services | 32625 Vista View Lane, Burlington, WI 53105 | Owner / Tax preparer | Description: Prepare individual tax returns for clients | Beginning 2/2005 | 4 hours per month, 2 during trading hours | Paid position | Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1996-07-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1996-07-26
Other Names
  • Dan Ralph Krueger
  • Daniel R Krueger

View on SEC IAPD

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