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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2005-07-01 |
Branch Locations
700 N. 3Rd Street Suite 201, La Crosse, WI 54601 • 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 |
|---|---|---|---|---|
| Harbour Investments Inc | Madison | WI | 07/2005 | Present |
| Block Financial Llc | Lacrosse | WI | 02/2002 | Present |
1)Block Financial & Kroll Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Block properties | 2319 Market Street, LaCrosse, WI 54601 and 1100 26th Street, LaCrosse, WI 54601 | 50% Owner | Description: Manage two rental properties | Beginning 10/2010 | 2 hours per month, 1 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-09 |
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