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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 2021-10-20
  • WI RA
    APPROVED
    Since 2021-10-20

Branch Locations

5400 King James Way Suite 110, Fitchburg, WI 53719 • 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
Securities America, Inc. Monticello WI 07/2019 05/2020
Securities America, Inc Monticello WI 05/2020 10/2021
Northwestern Mutual Janesville WI 06/2019 06/2019
Sports Advantage Verona WI 12/2017 07/2019
Xperience Fitness Menasha Menasha WI 08/2017 12/2017
Village Of Monticello Monticello WI 05/2010 09/2016
Student La Crosse WI 09/2016 08/2017
Harbour Investments, Inc. Madison WI 10/2021 Present
  • 07/2019 → 05/2020
    Securities America, Inc.
    Monticello, WI
  • 05/2020 → 10/2021
    Securities America, Inc
    Monticello, WI
  • 06/2019 → 06/2019
    Northwestern Mutual
    Janesville, WI
  • 12/2017 → 07/2019
    Sports Advantage
    Verona, WI
  • 08/2017 → 12/2017
    Xperience Fitness Menasha
    Menasha, WI
  • 05/2010 → 09/2016
    Village Of Monticello
    Monticello, WI
  • 09/2016 → 08/2017
    Student
    La Crosse, WI
  • 10/2021 → Present
    Madison, WI
Other Businesses

1)Wealth Distribution Strategies - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-22
  • S66 Uniform Combined State Law Examination
    2021-02-22
Designations
Other Names
  • Lukas Kolasch

View on SEC IAPD

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