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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 07/1999 | Present |
| Planning Concepts | Appleton | WI | 07/1999 | Present |
1) Planning Concepts, Inc. - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Youth Sports official | Various addresses | Referee / Umpire | Description Officiating youth Basketball, Softball, Baseball games | Beginning 12/2025 | 5 hours perweek, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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