Michael J Skala

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Harbour Investments, Inc.

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2019-10-10

WI RA
APPROVED

Since 2019-10-10

Branch Locations

Fitchburg, WI • 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

Organization	City	State	From	To
Health Pharmacist	Madison	WI	01/1990	Present
H.D. Vest Investment Services	Madison	WI	10/1994	10/2019
J&E Fams Llc	Highaland	WI	01/2007	Present
Harbour Investments, Inc.	Madison	WI	10/2019	Present
Payroll Company Inc.	Middleton	WI	06/1999	Present
Skala Financial, Llc	Fitchburg	WI	10/2019	Present

01/1990 → Present

Health Pharmacist

Madison, WI
10/1994 → 10/2019

H.D. Vest Investment Services

Madison, WI
01/2007 → Present

J&E Fams Llc

Highaland, WI
10/2019 → Present

Harbour Investments, Inc.

Madison, WI
06/1999 → Present

Payroll Company Inc.

Middleton, WI
10/2019 → Present

Skala Financial, Llc

Fitchburg, WI

Previous Registrations

1999-11-10 → 2019-10-18

Avantax Advisory Services

Fitchburg, WI

Other Businesses

1)Skala Financial, LLC. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)J&E Farms | 5978 County Road P, Highland, WI 53543 | Partner | Description: Maintain farm | Beginning 9/2005 | 8 hours per month, 0 during trading hours | Paid position | Not investment related

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-01-10

S63 Uniform Securities Agent State Law Examination

1995-01-10

View on SEC IAPD