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Robert Joseph Moore

Copper Harbor Investment Advisors, LLC

Appleton, WI

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Current Employers
Copper Harbor Investment Advisors, Llc

250 North Metro Drive Suite A, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-06
OR RA APPROVED 2023-10-01
WI RA APPROVED 2023-09-29
  • IL RA
    APPROVED
    Since 2023-10-06
  • OR RA
    APPROVED
    Since 2023-10-01
  • WI RA
    APPROVED
    Since 2023-09-29

Branch Locations

250 North Metro Drive Suite A, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nicolet Advisory Services, Llc Green Bay WI 02/2020 Present
Associated Bank Green Bay WI 02/2013 02/2020
  • 02/2020 → Present
    Nicolet Advisory Services, Llc
    Green Bay, WI
  • 02/2013 → 02/2020
    Associated Bank
    Green Bay, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-07
  • S65 Uniform Investment Adviser Law Examination
    2015-05-07
Other Names
  • Rob Moore
  • Robby Moore
  • Rob Joseph Moore
  • Robby Joseph Moore

View on SEC IAPD

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MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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