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Jacqueline Nicole Bramel

Harbour Investments, Inc.

Libertyville, IL

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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 2024-05-29
  • IL RA
    APPROVED
    Since 2024-05-29

Branch Locations

1590 S Milwaukee Ave Suite 302, 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
Wolter Wealth Management Libertyville IL 02/2024 Present
Harbour Investments, Inc Madison WI 05/2024 Present
Beacon Wealth Advisors Mchenry IL 11/2022 02/2024
Homemaker Island Lake IL 04/2008 11/2022
  • 02/2024 → Present
    Wolter Wealth Management
    Libertyville, IL
  • 05/2024 → Present
    Madison, WI
  • 11/2022 → 02/2024
    Beacon Wealth Advisors
    Mchenry, IL
  • 04/2008 → 11/2022
    Homemaker
    Island Lake, IL
Other Businesses

1)Wolter Wealth Management - DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-11
  • S65 Uniform Investment Adviser Law Examination
    2024-05-11
Other Names
  • Jacqueline N Bramel
  • Jacqueline Nicole Dewey
  • Jackie Nicole Bramel

View on SEC IAPD

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