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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 2018-05-25
  • WI RA
    APPROVED
    Since 2018-05-25

Branch Locations

19265 W Capitol Drive Suite 205, Brookfield, WI 53045 • 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
Thrivent Financial Appleton WI 10/2005 04/2018
Thrivent Distributors Llc Appleton WI 11/2015 04/2018
Harbour Investments, Inc Madison WI 05/2018 Present
Czukas, Mccall & Assoc Brookfield WI 05/2018 Present
  • 10/2005 → 04/2018
    Thrivent Financial
    Appleton, WI
  • 11/2015 → 04/2018
    Thrivent Distributors Llc
    Appleton, WI
  • 05/2018 → Present
    Madison, WI
  • 05/2018 → Present
    Czukas, Mccall & Assoc
    Brookfield, WI
Previous Registrations
Other Businesses

1)CM&A Wealth Management - DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-20
S63 Uniform Securities Agent State Law Examination 1996-03-26
  • S66 Uniform Combined State Law Examination
    2001-12-20
  • S63 Uniform Securities Agent State Law Examination
    1996-03-26

View on SEC IAPD

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