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Current Employers
Harbour Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2008-06-24
  • WI RA
    APPROVED
    Since 2008-06-24

Branch Locations

3717 Schofield Ave, Weston, WI 54476 • 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
Buska & Bruner Financial Services Inc. Rothschild WI 08/1992 Present
Harbour Investments, Inc. Madison WI 11/2003 Present
Bruner Financial Services Inc. Wausau WI 06/1998 Present
Mountain Bay Properties, Llc Weston WI 05/2006 Present
  • 08/1992 → Present
    Buska & Bruner Financial Services Inc.
    Rothschild, WI
  • 11/2003 → Present
    Madison, WI
  • 06/1998 → Present
    Bruner Financial Services Inc.
    Wausau, WI
  • 05/2006 → Present
    Mountain Bay Properties, Llc
    Weston, WI
Other Businesses

1)Bruner Financial Services, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Buska and Bruner Financial Services, Inc. | 510 North 17th Avenue, Suite A, Wausau, WI 54401 | President & 50% Owner | Description: Receive renewal commissions for insurance | Beginning 11/1992 | 0 hours per month, 0 during trading hours | Paid position | Not investment related 4)Mountain Bay Properties, LLC | 3717 Schofield Avenue, Weston, WI 54476 | 25% LLC Member | Description: Office Building Manager | Beginning 6/2006 | 0 Hours per month, 0 during trading hours | Unpaid | Not investment related 5)Rental Property | 5824 Osprey Lane, Manitowish Waters, WI 54545 | Owner | Description: Rent property out through Air BNB and VRBO | Beginning 6/2021 | 20 hours per month, 0 during trading hours | Paid position | Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-24
S63 Uniform Securities Agent State Law Examination 1994-04-22
  • S65 Uniform Investment Adviser Law Examination
    2008-06-24
  • S63 Uniform Securities Agent State Law Examination
    1994-04-22

View on SEC IAPD

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