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Current Employers
Foster Financial Services, Llc

2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-24
  • IN RA
    APPROVED
    Since 2026-08-24

Branch Locations

2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • United States

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-04-21
  • IN RA
    APPROVED
    Since 2022-04-21

Branch Locations

2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825 • 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
OrganizationCityStateFromTo
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
  • 05/2022 → Present
    Madison, WI
  • 04/2022 → Present
    Foster Financial Services
    Fort Wayne, IN
  • 01/2021 → 04/2022
    Treacy & Company
    Chicago, IL
  • 05/2020 → 01/2021
    Unemployed
    Grant, MI
  • 06/2019 → 08/2019
    Treacy & Company
    Chicago, IL
  • 06/2018 → 08/2018
    Stryker
    San Jose, CA
  • 06/2017 → 09/2017
    Dockers
    Muskegon, MI
  • 09/2016 → 05/2020
    University Of Michigan (Ross School Of Business)
    Ann Arbor, MI
  • 05/2016 → 09/2016
    Unemployed
    Grant, MI
  • 04/2022 → Present
    Fort Wayne, IN
  • 08/2026 → Present
    Foster Financial Services
    Fort Wayne, IN
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-23
S65 Uniform Investment Adviser Law Examination 2020-07-19
  • S63 Uniform Securities Agent State Law Examination
    2022-04-23
  • S65 Uniform Investment Adviser Law Examination
    2020-07-19
Other Names
  • Caleb E Doane
  • Caleb Doane

View on SEC IAPD

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