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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-12-02 |
Branch Locations
5353 Wayzata Blvd Suite 203, St Louis Park, MN 55416 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Rita Wilczek, Inc | St Louis Park | MN | 11/2012 | 04/2025 |
| Tooties On Lowry | Minneapolis | MN | 08/2010 | 03/2017 |
| Harbour Investments, Inc | Madison | WI | 12/2020 | Present |
| Westside Financial Services, Llc | St Louis Park | MN | 04/2025 | Present |
1)Westside Financial Services - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-26 |
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