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2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-25 |
| IN | RA | APPROVED | 2026-08-24 |
Branch Locations
2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • United States
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-05-22 |
Branch Locations
2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tradewell & Tax Financial | Fort Wayne | IN | 01/2012 | 05/2018 |
| Usa Financial Securities | Ada | MI | 09/2013 | 05/2018 |
| Harbour Investments, Inc | Madison | IN | 05/2018 | Present |
| Foster Financial Services | Fort Wayne | IN | 08/2026 | Present |
| Harbour Investments, Inc | Madison | IN | 08/2025 | Present |
| Foster Financial Services | Fort Wayne | IN | 05/2018 | Present |
1) Foster Financial Services – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Foster Financial Services Registered Investment Advisor | 2720 Dupont Commerce Ct, Suite 170, Fort Wayne, IN 46825 | Owner and CEO/CCO | Description: This DBA is directly registered with the SEC instead of being run through Harbour Investments, Inc. | Beginning 8/2026 | 15 hours per month, 0 during trading hours | Paid position | Investment related 4) Wellspring Real Estate Holdings, LLC | 1716 Forest Trail, Fort Wayne, IN 46825 | Owner | Description: Owner of rental properties | Beginning 1/2021 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 5) Faith & Grace Homes, 501(C)3 | 1716 Forest Trail, Fort Wayne, IN 46825 | Director | Description: Director of a non- profit for Domestic & International affairs | Beginning 09/2025 | 6 hours per month, 0 during trading hours| Unpaid | Not Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-19 |
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