Wisconsin Wealth Advisors
1777 W. Main Street
Suite 203
Sun Prairie, WI 53590
Suite 203
Sun Prairie, WI 53590
-
I Am Licensed and Registered as Follows:
-
Insurance Agent
- I am a licensed insurance agent and am authorized to represent various companies as I offer, sell and service insurance products on their behalf.
- Investment Advisor Representative under Harbour Investments, Inc. Registered Investment Advisor. An Investment Advisor Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies. The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
-
FINRA (Financial Industry Regulation Authority) Registered Representative with Harbour Investments, Inc. 575 D’Onofrio Dr., Suite 300, Madison WI 53719. Member FINRA, SIPC.
- Series 7 General Securities Representative. As defined by FINRA, this candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
- Investment Advisor Representative Wisconsin Wealth Advisors, a State of Wisconsin Registered Investment Advisor.
-
Insurance Agent
-
Services I Provide:
- I use third party financial tools for portfolio analysis and to support various planning needs.
- As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.
- I sell insurance or investment products that have a stated commission paid to me.
-
Personal Conflict of Interest:
- Whether via an investment product, insurance product or advisory platform, I do receive commissions or fees on the product and services that I recommend for you. You are under no obligation to purchase these products or services. All costs will be disclosed in writing at the time of purchase.
- I do attend training and product informational meetings sponsored by investment companies, insurance companies, Harbour Investments and various other companies. I have received reimbursements for travel, meals and entertainment. Please ask me about any recent situations.