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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-09-14 |
Branch Locations
5424 Hwy 10 East Suite J, Stevens Point, WI 54482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 07/1992 | Present |
| Planning Concepts, Inc. | Stevens Point | WI | 07/1992 | 10/2020 |
| Practical Retirement Planning | Stevens Point | WI | 10/2020 | Present |
1)Practical Retirement Planning - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-02 |
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