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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1990-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 07/1990 | Present |
| Planning Concepts, Inc. | Appleton | WI | 09/1991 | Present |
| Playmates Daycare | Green Bay | WI | 10/2010 | 09/2020 |
1)Planning Concepts, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Randall F. Schmitz, JD, CPA | 2760 Humboldt Road, Apartment 5, Green Bay, WI 54311 | Owner | Description: Tax preparation | Beginning 6/1977 | 3 hours per month, 0 during trading hours | Paid position | Not investment related 4)Real Estate Agent | 2760 Humboldt, Road, Green Bay, WI 54311 | Owner | Description: Show and sell properties | Beginning 10/1977 | 1 hour per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-31 |
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