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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-04-04 |
Branch Locations
3870 S 108Th St, Greenfield, WI 53228 • United States
7900 International Dr Suite 300, Bloomington, MN 55425 • United States
16557 180Th Ave, Bloomer, WI 54724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearstep Financial | Greenfield | WI | 03/2016 | Present |
| Harbour Investments, Inc | Madison | WI | 03/2016 | Present |
1)Clearstep Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)CZS Enterprise | 3870 S. 108th Street, Greenfield, WI 53228 | Owner | Description: Entity for payroll and tax pass through for Clearstep | Beginning 1993 | 10 hours per month, 1 during trading hours | Paid position | Investment related 4)Findoc, LLC | 3870 S 108th Street Greenfield. WI 53228 | Partner | Description: Own recreational and farming land | Beginning 1/2009 | 1 hour per month, 0 during trading hours | Paid position | Not investment related 5)Xaverian Missionaries Catholic Charity | 4500 W. Xavier Drive, Franklin, WI 53132 | Board Member | Description: Help make decisions for the organization | Beginning 12/2022 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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