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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-27 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
727 Cormier Rd, Ste. 101, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Wealth Management Llc | Green Bay | WI | 08/2010 | Present |
| Apw Capital, Inc | Green Bay | WI | 08/2010 | 04/2026 |
| Carson Wealth | Green Bay | WI | 04/2026 | Present |
| Cwm, Llc | Omaha | NE | 04/2026 | Present |
1 - HARBOR WEALTH MGMT., RIA, MEMBER-MANAGER, 80% TIME SPENT, 10/1/2007 TO PRESENT. 2 - SA INVESTORS, REAL ESTATE INVESTMENT, PARTNER-INVESTOR, 0% TIME SPENT, 2/26/2014 TO PRESENT. 3 - APW Capital, INC.; Green Bay, WI; Service Description: Broker Dealer; Start date: 08/2017; Title: Registered Representative; Duties: Advise clients; Investment Related 4 - Fixed Insurance; agent since 1994 dedicating 10 hours per month, during trading or non-trading hours. Non-investment related. Commission based.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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