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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-27 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
727 Cormier Rd. Ste, 101, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Wealth Management Llc | Green Bay | WI | 08/2010 | Present |
| Apw Capital, Inc | Green Bay | WI | 08/2010 | 04/2026 |
| Carson Wealth | Green Bay | WI | 04/2026 | Present |
1-ECO Angus; Shawano, WI; Service Description: Raise cattle; Start date: 06/01/2014; Title: Partner; Duties: Raise cattle; Time spent: 5 hrs./month. 2-Harbor Wealth Management, LLC; Green Bay, WI; Service Description: Registered Investment Advisor; Start date: 10/01/2007; Title: Member; Duties: Advise clients; Time spent: 98%. 3-RHP Properties, LLC; Green Bay, WI; Service Description: Real Estate Investments; Start date: 01/01/2008; Title: Member; Duties: Investor; Time spent: 0%. 4-SA Investors, LLC; Green Bay, WI; Service description: Real Estate Investment; Start date: 01/01/2008; Title: Partner; Duties: Investor; Time Spent: 0%. 5-Brent Polzin Beef Farm; Cecil, WI; Service description: Farming; Start date: 01/01/2018; Title: Owner; Duties: Raise beef and grow crops; Time spent: 10%. 6-APW Capital, INC.; Green Bay, WI; Service Description: Broker Dealer; Start date: 10/01/2017; Title: Registered Representative; Duties: Advise clients; Investment Related 7 - Insurance agent since 2004 dedicating 10 hours er month, during trading or non-trading hours. Not investment related. Commission based.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-22 |
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