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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-29 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Time Fitness | Chanhassen | MN | 08/2012 | 05/2017 |
| New York Life Insurance Company | Schaumburg | IL | 02/2017 | 01/2018 |
| Nylife Securities Llc | Schaumburg | IL | 08/2017 | 01/2018 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 01/2018 | 04/2026 |
| The Tranel Financial Group | Libertyville | IL | 08/2023 | Present |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| 818 Capital Group, Llc | Libertyville | IL | 08/2023 | Present |
1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 3 hours per month, 3 during trading hours | Paid position | Investment related 3) 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 | 2018-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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