Kyle Lee Kopitzke

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	2014-11-03

WI RA
APPROVED

Since 2014-11-03

Branch Locations

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • 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
Harbour Investments, Inc	Madison	WI	11/2014	Present
Harbour Management, Llc	Madison	WI	09/2023	Present
Harbour Management, Llc	Madison	WI	11/2014	Present

11/2014 → Present

Harbour Investments, Inc

Madison, WI
09/2023 → Present

Harbour Management, Llc

Madison, WI
11/2014 → Present

Harbour Management, Llc

Madison, WI

Previous Registrations

2014-04-07 → 2014-10-29

Sii Investments, Inc.

Appleton, WI
2014-04-07 → 2014-10-29

Investment Centers Of America, Inc.

Appleton, WI

Other Businesses

1) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-04-04
S63	Uniform Securities Agent State Law Examination	2010-10-25

S65 Uniform Investment Adviser Law Examination

2014-04-04
S63 Uniform Securities Agent State Law Examination

2010-10-25

Other Names

Kyle Lee Kapitzke

View on SEC IAPD

Current Employers

Harbour Investments, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews