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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-01-04 |
Branch Locations
6255 University Ave Suite 101, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waunakee High School | Waunakee | WI | 06/2014 | 06/2018 |
| University Of Minnesota | Minneapolis | MN | 06/2018 | Present |
| City Of Middleton | Middleton | WI | 05/2019 | 08/2019 |
| Play N Wisconsin | Middleton | WI | 05/2020 | 08/2020 |
| Harbour Investments, Inc | Madison | WI | 05/2021 | Present |
1)Retirement Solutions, LLC - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Pahnke Properties | 4524 Kenworth Drive, Unit 27 and 27, Windsor, WI 53598 | Owner | Description: Rental properties | Beginning 7/2023 | 4 hours per month, 0 hours during trading hours | Paid Position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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