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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-11-18 |
Branch Locations
N88 W16624 Appleton Ave Suite 5, Menomonee Falls, WI 53051 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments Inc | Madison | WI | 11/2010 | Present |
| E Retirement Consulting | Menomonee Falls | WI | 11/2010 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)e2 Retirement Consulting, LLC - DBA 3)UW - Whitewater Finance Dept. | 800 W Main St Rm 130, Whitewater, WI 53190 | Advisory Board Member | Description: Advise the Finance Department on various topics relative to current curriculum based on industry needs. | Beginning 2/2009 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 4)Wisconsin Financial Literacy Foundation |13400 Bishops Ln Suite 120, Brookfield, WI 53005 | President | Run a charity golf outing to benefit organizations advancing financial literacy. | Beginning 2/2021 | 8 hours per month, 0 during trading hours | Unpaid | Not Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-05 |
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