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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colleen Wolbert Photography Llc | Wales | WI | 10/2019 | Present |
| Boutique Wealth Management | Delafield | WI | 12/2022 | Present |
| Harbour Investments | Madison | WI | 08/2024 | Present |
| Homemaker | Wales | WI | 05/2006 | 10/2019 |
1)Boutique Wealth Management - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Colleen Wolbert Photography, LLC | 521 E. Brandybrook Road, Wales, WI 53183 | Owner | Description: Provide photography services and print product for seniors, families and short-term rentals | Beginning 10/2019 | 5 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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