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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-16 |
Branch Locations
15311 W. Vantage Pkwy #160, Houston, TX 77032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ahlers & Stoll Cpa'S | Houston | TX | 08/1984 | 11/2022 |
| Harbour Investments Inc | Madison | WI | 08/2012 | Present |
| Ahlers Financial Group | Houston | TX | 11/2022 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Ahlers Financial Group - DBA 3)Ahlers Financial Group | 15311 Vantage Pkwy, Suite 160, Houston, TX 77032 | Employee, CPA | Description: Prepare accounting and tax returns | Beginning 11/2022 | 75 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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