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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-01 |
Branch Locations
1590 S Milwaukee Ave Suite 302, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | Mchenry | IL | 11/2007 | 11/2016 |
| Harbour Investments, Inc | Madison | WI | 11/2016 | 03/2019 |
| Wolter Wealth Management | Mchenry | IL | 11/2016 | 03/2019 |
| Gradient Securities, Llc | Arden Hills | MN | 03/2019 | 11/2023 |
| Beacon Wealth Advisors, Llc | Mchenry | IL | 03/2019 | 02/2024 |
| Beacon Insurance Advisors, Llc | Mchenry | IL | 07/2017 | 02/2024 |
| Harbour Investments, Inc. | Madison | WI | 11/2023 | Present |
| Wolter Wealth Management | Libertyville | IL | 02/2024 | Present |
1)Wolter Wealth Management DBA 2)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 | 2000-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-30 |
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