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Current Employers
Harbour Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-22
  • IL RA
    APPROVED
    Since 2025-09-22

Branch Locations

1509 N Milwaukee Ave, Libertyville, IL 60048 • 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
Jewel Osco Palatine IL 07/2016 05/2022
The Tranel Financial Group Libertyville IL 06/2022 Present
Money Concepts Capital Corp Palm Beach Gardens FL 01/2023 04/2026
William Rainey Harper College Palatine IL 08/2018 05/2020
Northern Illinois University Dekalb IL 08/2020 05/2022
Harbour Investments, Inc. Madison WI 09/2025 Present
818 Capital Group, Llc Sarasota IL 06/2022 Present
  • 07/2016 → 05/2022
    Jewel Osco
    Palatine, IL
  • 06/2022 → Present
    The Tranel Financial Group
    Libertyville, IL
  • 01/2023 → 04/2026
    Palm Beach Gardens, FL
  • 08/2018 → 05/2020
    William Rainey Harper College
    Palatine, IL
  • 08/2020 → 05/2022
    Northern Illinois University
    Dekalb, IL
  • 09/2025 → Present
    Madison, WI
  • 06/2022 → Present
    818 Capital Group, Llc
    Sarasota, IL
Previous Registrations
Other Businesses

1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 3 hours per month, 3 during trading hours | Paid position | Investment related 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-14
S63 Uniform Securities Agent State Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-06-14
  • S63 Uniform Securities Agent State Law Examination
    2023-05-16

View on SEC IAPD

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