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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-22 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-13 |
| IL | RA | APPROVED | 2019-06-21 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Trevor, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Tranel Financial Group | Libertyville | IL | 01/2005 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 03/2005 | 09/2025 |
| Liberty One Investment Management | Libertyville | IL | 05/2019 | Present |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| 818 Capital Group, Llc | Libertyville | IL | 01/2025 | Present |
1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 40 hours per month, 40 during trading hours | Paid position | Investment related 3) Liberty One Investment Management, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | President | Description: Manage, coach and lead the execution of the firm’s business plan | Beginning 6/2012 | 140 hours per month, 120 during trading hours | Paid position | Investment related 4) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
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