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Inactive

Callee Faith Berry

Harbour Investments, Inc.

Neenah, WI

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Current Employers
Harbour Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-07
  • WI RA
    APPROVED
    Since 2025-05-07

Branch Locations

145 N. Commercial St, Neenah, WI 54956 • 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
Harbour Investments, Inc Madison WI 04/2025 Present
Keystone Financial Neenah WI 01/2021 Present
Fox Communities Credit Union Appleton WI 06/2020 01/2021
Loft Appleton WI 09/2017 01/2022
Neenah High School Neenah WI 09/2013 05/2017
Miller Electric Appleton WI 06/2017 08/2017
  • 04/2025 → Present
    Harbour Investments, Inc
    Madison, WI
  • 01/2021 → Present
    Keystone Financial
    Neenah, WI
  • 06/2020 → 01/2021
    Fox Communities Credit Union
    Appleton, WI
  • 09/2017 → 01/2022
    Loft
    Appleton, WI
  • 09/2013 → 05/2017
    Neenah High School
    Neenah, WI
  • 06/2017 → 08/2017
    Miller Electric
    Appleton, WI
Other Businesses

1)Keystone Financial - DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-05-07
Other Names
  • Callee Faith Engelmann

View on SEC IAPD

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MML INVESTORS SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.

Other Investors

NEELAM Ramchand KRISHNANEY-DAVISON
JAMES WILLIAM BOLAND
KURT KEVIN HELING
Christopher Tritt
JAMES FRANCES FISCHER
STEVEN GERARD PHIPPS
Ryan Keith Mudge
DEBRA ANNE HACKELGOSTAS

Other Offices

LPL FINANCIAL LLC · NEENAH, WI
OSAIC WEALTH, INC. · NEENAH, WI
LPL FINANCIAL LLC · NEENAH, WI
MML INVESTORS SERVICES, LLC · Neenah, WI
BROOKSTONE WEALTH ADVISORS, LLC · NEENAH, WI
ROBERT W. BAIRD & CO. INCORPORATED · Fox Valley, WI
EDWARD JONES · NEENAH, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Neenah, WI

More in Neenah, WI

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