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Current Employers
Harvest Horizon Wealth Strategies

228 Keller Ave N Suite 4, Amery, WI 54001 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-04
  • WI RA
    APPROVED
    Since 2026-03-04

Branch Locations

228 Keller Ave N Suite 4, Amery, WI 54001 • 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
Cuna Brokerage Services, Inc Waverly IA 06/2021 05/2023
Westconsin Investment Adviors Amery WI 05/2023 05/2023
U.S. Army Reedsburg WI 09/2012 01/2022
Lpl Financial Llc Amery WI 05/2022 05/2023
Raymond James Financial Services, Inc Amery WI 05/2023 03/2025
Raymond James Financial Services Advisors, Inc Amery WI 05/2023 03/2025
Bremer Bank Amery WI 05/2023 03/2025
Bremer Investments Amery WI 05/2023 03/2025
Harvest Horizon Wealth Strategies Llc Turtle Lake WI 12/2024 Present
Green Field Acres Turtle Lake WI 08/2020 Present
  • 06/2021 → 05/2023
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 05/2023 → 05/2023
    Westconsin Investment Adviors
    Amery, WI
  • 09/2012 → 01/2022
    U.S. Army
    Reedsburg, WI
  • 05/2022 → 05/2023
    Amery, WI
  • 05/2023 → 03/2025
    Raymond James Financial Services, Inc
    Amery, WI
  • 05/2023 → 03/2025
    Amery, WI
  • 05/2023 → 03/2025
    Bremer Bank
    Amery, WI
  • 05/2023 → 03/2025
    Bremer Investments
    Amery, WI
  • 12/2024 → Present
    Harvest Horizon Wealth Strategies Llc
    Turtle Lake, WI
  • 08/2020 → Present
    Green Field Acres
    Turtle Lake, WI
Previous Registrations
Other Businesses

Name of Business: Green Field Acres Address: 1430 50th St, Turtle Lake, WI, 54889, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: purchase, raising, selling, transportation, and delivery of cattle and meat products from cattle; purchasing, inspecting, and delivering feed and supplies; maintenance and upkeep of ranch

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2021-10-18

View on SEC IAPD

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