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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2015-01-02 |
Branch Locations
100 N Grand Ave Suite 216, Sun Prairie, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan Olson Insurance | Sun Prairie | WI | 10/2013 | Present |
| Harbour Investments | Madison | WI | 06/2014 | Present |
| Talent Insurance & Financial Solutions | Sun Prairie | WI | 10/2012 | Present |
1)Talent Insurance & Financial Solutions - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Talent Insurance & Financial Solutions, LLC | 110 N Grand Avenue, Sun Prairie, WI 53590 | Owner, CPA | Description: Prepare accounting and tax returns | Beginning 11/2012 | 75 hours per month, 65 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-21 |
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