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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-04-27 |
Branch Locations
8383 Greenway Blvd Suite 649, Middleton, WI 53562 • United States
130 E Cook St, Portage, WI 53901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 08/2014 | Present |
| Zaddack & Associates | Wauankee | WI | 08/2014 | 12/2016 |
| Horizon Wealth Advisors | Middleton | WI | 06/2026 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Horizon Wealth Advisors - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-01 |
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