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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-08 |
| WI | RA | APPROVED | 2024-02-21 |
Branch Locations
19265 W Capitol Drive Suite 205, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Minneapolis | MN | 07/2022 | 05/2023 |
| Red Rock Saloon | Madison | WI | 07/2021 | 08/2023 |
| Home Owners Concept | Wauwatosa | WI | 07/2020 | 07/2023 |
| University Of Wisconsin Madison | Madison | WI | 08/2018 | 05/2022 |
| Marquette University High School | Milwaukee | WI | 08/2014 | 07/2018 |
| Hot Water Products | Milwaukee | WI | 06/2016 | 07/2018 |
| Cm&A Wealth Management | Brookfield | WI | 06/2023 | Present |
| Harbour Investments, Inc | Madison | WI | 01/2024 | Present |
1)Czukas, McCall and Associates - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Saint Agnes School | 530 Lafond Avenue, St. Paul, MN 55103 | Assistant Varsity Wrestling Coach | Description: Coach technique, run practices and attend tournaments and competitions | Beginning 11/2025 | 100 hours per month during the wrestling season, 40 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
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