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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-04-20 |
Branch Locations
500 Elm Grove Road Suite 200, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leist Group | Elm Grove | WI | 12/2012 | Present |
| Next Financial Group Inc | Houston | TX | 07/2013 | 04/2023 |
| Harbour Investments, Inc. | Madison | WI | 04/2023 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)The Leist Group, LLC - DBA 3)The Leist Group, LLC | 500 Elm Grove Road, Suite 200, Elm Grove, WI 53122 | Owner | Description: Tax Preparer | Beginning 1/2013 | 50 hours per month, 20 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2012-10-31 |
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