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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsb Financial Services | Ida Grove | IA | 03/2002 | 12/2023 |
| United Planners' Financial Services | Scottsdale | AZ | 04/2011 | 06/2025 |
| The Bradford Financial Center | Clarion | IA | 04/2011 | 06/2025 |
| Bradford Insurance | Ida Grove | IA | 05/2011 | 06/2025 |
| Fsb Financial Services | Ida Grove | IA | 07/1986 | 12/2023 |
| Harbour Investments, Inc. | Madison | WI | 06/2025 | Present |
| Settlers Financial Services | Ida Grove | IA | 06/2025 | Present |
1)Settlers Financial Services - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-09 |
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