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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-28 |
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 |
|---|---|---|---|---|
| Burnham & Flower Agency | Kalamazoo | MI | 07/1993 | 07/2025 |
| Harbour Investments, Inc. | Madison | WI | 09/1994 | Present |
| Burnham & Flower Financial Inc. | Kalamazoo | MI | 01/2001 | 07/2025 |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Carless Financial - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-10 |
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