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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Viroqua Partners | Viroqua | WI | 03/2004 | Present |
| Viroqua Jaycees | Viroqua | WI | 03/2004 | Present |
| Investment Club | Viroqua | WI | 07/2005 | Present |
| Harbour Investments, Inc | Madison | WI | 08/2011 | Present |
| Cade Financial Services | Viroqua | WI | 08/2011 | Present |
1)Cade Financial Services - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Cade Properties | 117 W Court Street, Suite A, Viroqua, WI 54665 | Owner | Description: Rent properties | Beginning 10/2012 | 6 hours per month, 5 during trading hours | Paid position | Not investment related 4)Viroqua Development Association | 124 W Decker Street, Viroqua, WI 54665 | Board Member | Description: Review proposals for land development to assure they fit planned community growth and make recommendations to the city council | Beginning 8/2025 | 2 hours per month, 2 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-12 |
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