David John Pagel

Current Employers

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2021-04-21

WI RA
APPROVED

Since 2021-04-21

Branch Locations

2257 New Port Vista Dr, Grafton, WI 53024 • 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

Organization	City	State	From	To
Harbour Investments, Inc.	Madison	WI	04/2021	Present
Pagel Wealth Management	Cedarburg	WI	04/2021	Present
R.M. Stark & Co, Inc.	Lake Worth Beach	FL	10/2015	04/2021
Pagel Financial Group	Cedarburg	WI	10/2015	04/2021

04/2021 → Present

Harbour Investments, Inc.

Madison, WI
04/2021 → Present

Pagel Wealth Management

Cedarburg, WI
10/2015 → 04/2021

R.M. Stark & Co, Inc.

Lake Worth Beach, FL
10/2015 → 04/2021

Pagel Financial Group

Cedarburg, WI

Other Businesses

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

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-11
S63	Uniform Securities Agent State Law Examination	2015-12-07

S66 Uniform Combined State Law Examination

2016-11-11
S63 Uniform Securities Agent State Law Examination

2015-12-07

Designations

View on SEC IAPD