Rebecca Alexandra Artz

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Kiss Financial Services
  Richland, MI
• 01/2015 → Present
  Western Michigan University
  Kalamazoo, MI
• 02/2019 → Present
  Harbour Investments, Inc
  Madison, WI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Kiss Financial Services - DBA

Exams

• S66 Uniform Combined State Law Examination
  2019-04-29

Other Names

• Rebecca Alexandra Kiss