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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-03-09 |
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 | Lacrosse | WI | 01/2005 | Present |
| Self Employed | Lacrosse | WI | 01/2013 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2022 | Present |
1)Nelson & Associates Financial Advisors, 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)Nelson & Associates, SC | 700 3rd St N, Suite 201, La Crosse, WI 54601 | Shareholder | Description: Accounting, Consulting & Tax Preparation Services | Beginning 01/2005 | 180 hours per month, 130 hours during trading hours | Paid position | Not investment related 4)Mary M Westlund Family Foundation, Inc. | 28017 230th Street, Le Claire, IA 52753 | Director | Description: Determine annual gifting to charitable organization | Beginning 12/2007 | 1 hour per month, 1 during trading hours | Paid position | Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-06 |
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