Best Investors Account Sign in
Claim This Profile
Current Employers
Harbour Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-01-06
  • WI RA
    APPROVED
    Since 2015-01-06

Branch Locations

926 Willard Drive Suite 234, Green Bay, WI 54304 • 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 01/2006 Present
Johnson & Wachholz Financial Services Green Bay WI 11/2005 06/2020
Wachholz & Associates Wealth Management Green Bay WI 06/2020 08/2025
Capital Seasons Wealth Management Green Bay WI 08/2025 Present
  • 01/2006 → Present
    Madison, WI
  • 11/2005 → 06/2020
    Johnson & Wachholz Financial Services
    Green Bay, WI
  • 06/2020 → 08/2025
    Wachholz & Associates Wealth Management
    Green Bay, WI
  • 08/2025 → Present
    Capital Seasons Wealth Management
    Green Bay, WI
Other Businesses

1)MoneyLogik, Inc. - DBA 2)Capital Seasons Wealth Management - DBA 3)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 2005-08-02
  • S66 Uniform Combined State Law Examination
    2005-08-02
Other Names
  • Stephanie Roberta Martin
  • Stephanie Roberta Wachholz

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Green Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor