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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-04-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annex Wealth Management, Llc | Brookfield | WI | 01/2005 | 04/2018 |
| H. Beck, Inc. | Rockville | MD | 12/2009 | 04/2018 |
| Harbour Investments, Inc | Madison | WI | 04/2018 | Present |
| Bodden Wealth Management | Waukesha | WI | 04/2018 | 03/2020 |
| Boutique Wealth Management | Waukesha | WI | 03/2020 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Boutique Wealth Management - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-27 |
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