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2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 2022-04-21 |
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 |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 05/2022 | Present |
| Foster Financial Services | Fort Wayne | IN | 04/2022 | Present |
| Treacy & Company | Chicago | IL | 01/2021 | 04/2022 |
| Unemployed | Grant | MI | 05/2020 | 01/2021 |
| Treacy & Company | Chicago | IL | 06/2019 | 08/2019 |
| Stryker | San Jose | CA | 06/2018 | 08/2018 |
| Dockers | Muskegon | MI | 06/2017 | 09/2017 |
| University Of Michigan (Ross School Of Business) | Ann Arbor | MI | 09/2016 | 05/2020 |
| Unemployed | Grant | MI | 05/2016 | 09/2016 |
| Harbour Investments, Inc | Fort Wayne | IN | 04/2022 | Present |
| Foster Financial Services | Fort Wayne | IN | 08/2026 | Present |
1) Foster Financial – 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 | Financial Advisor | Description: This DBA is directly registered with the SEC instead of being run through Harbour Investments, Inc. | Beginning 8/2026 | 80 hours per month, 70 during trading hours | Paid position | Investment related 4) Gravel Road Estates | 3530 W. 136th Street, Grant, MI 49327 | Owner | Description: Own rental properties | Beginning 9/2022 | 10 hours per month, 0 during trading hours | Unpaid | Not investment related 5) Faith and Grace Homes, Inc. | 1716 Forest Trail, Fort Wayne, IN 46845 | Treasurer | Description: Track donations and keep records | Beginning 9/2025 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-19 |
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