Jakob Wilhelm Patch

Current Employers

Harbour Investments, Inc.

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-07-03

WI RA
APPROVED

Since 2025-07-03

Branch Locations

330 N 121St St, Milwaukee, WI 53226 • 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

Organization	City	State	From	To
Beloit Memorial High School	Beloit	WI	06/2015	06/2019
Carroll University	Waukesha	WI	06/2019	05/2020
Corporate Contractors	Beloit	WI	05/2020	08/2020
Carroll University	Waukesha	WI	09/2020	05/2021
Clearwater Harvesters	Manchester Township	IL	05/2021	08/2021
Carroll University	Waukesha	WI	09/2021	03/2022
Rw Baird	Milwaukee	WI	04/2022	05/2023
Alongi Santas Insurance	Beloit	WI	05/2023	06/2026
Harbour Investments, Inc	Madison	WI	06/2024	Present
Equity Enterprises, Inc	Milwaukee	WI	06/2026	Present

06/2015 → 06/2019

Beloit Memorial High School

Beloit, WI
06/2019 → 05/2020

Carroll University

Waukesha, WI
05/2020 → 08/2020

Corporate Contractors

Beloit, WI
09/2020 → 05/2021

Carroll University

Waukesha, WI
05/2021 → 08/2021

Clearwater Harvesters

Manchester Township, IL
09/2021 → 03/2022

Carroll University

Waukesha, WI
04/2022 → 05/2023

Rw Baird

Milwaukee, WI
05/2023 → 06/2026

Alongi Santas Insurance

Beloit, WI
06/2024 → Present

Harbour Investments, Inc

Madison, WI
06/2026 → Present

Equity Enterprises, Inc

Milwaukee, WI

Other Businesses

1)Equity Enterprises, Inc - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-24
S63	Uniform Securities Agent State Law Examination	2024-04-06

S65 Uniform Investment Adviser Law Examination

2025-06-24
S63 Uniform Securities Agent State Law Examination

2024-04-06

Other Names

Jakob W Patch

View on SEC IAPD