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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neufeld Capital Management | Marshfield | WI | 01/2023 | Present |
| Harbour Investments, Inc | Madison | WI | 06/2024 | Present |
| Stoney River | Marshfield | WI | 12/2019 | 04/2023 |
| Marshfield Medical Center | Marshfield | WI | 01/2019 | 05/2020 |
| Miller Alternative Care | Marshfield | WI | 05/2018 | 12/2018 |
| Serenity Living | Marshfield | WI | 10/2018 | 12/2018 |
| Marshfield Area Respite Care | Marshfield | WI | 10/2021 | 06/2023 |
| Guiding Hand | Marshfield | WI | 01/2022 | 05/2023 |
| Target | Marshfield | WI | 05/2017 | 05/2018 |
| Jcpenney | Marshfield | WI | 11/2016 | 06/2017 |
| Shopko | Marshfield | WI | 07/2016 | 11/2016 |
| Spencer High School | Spencer | WI | 09/2014 | 05/2018 |
1)Neufeld Capital 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)Rental Property Management | Various addresses | Employee | Description: Manage properties my fiancé owns | Beginning 1/2025 | 2 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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