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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-01-12 |
Branch Locations
700 N. 3Rd Street Suite 201, La Crosse, WI 54601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson & Associates, Sc | Lacrosse | WI | 01/2005 | Present |
| Harbour Investments, Inc | Madison | WI | 07/2009 | Present |
| Nelson Financial Services | Lacrosse | WI | 01/2005 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Nelson & Associates Financial Advisors - DBA 3)Nelson & Associates | 700 3rd Street N, Suite 201, LaCrosse, WI 54601 | Shareholder | Description: Prepare taxes and accounting services | Beginning 1/2005 | 180 hours per month, 40 hours during trading hours | Paid position | Not investment related 4)Holmen Booster Club | P.O. Box 363, Holmen, WI 54636 | Treasurer | Description: bookkeeping duties for the organization | Beginning 7/2020 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 5)Cabin Rental | 12467 N Reel Livin Drive, Hayward, WI 54843 | Owner | Description: Rent out my cabin to vacationers | Beginning 2024 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-20 |
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