Nichols Creek Wealth Partners
13150 Watertown Plank Rd. Suite 202
Elm Grove, WI 53122
Elm Grove, WI 53122
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I Am Licensed and Registered as Follows:
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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.
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FINRA (Financial Industry Regulation Authority) Registered Representative with Harbour Investments, Inc. 575 D’Onofrio Dr., Suite 300, Madison WI 53719. Member FINRA, SIPC.
- Series 6 Investment Company and Variable Contracts Products Representative. As defined by FINRA, this candidate may register as a company’s representative and sell mutual funds, variable annuities and insurance. Holders of the Series 6 are not permitted to sell corporate or municipal securities, direct participation programs and options.
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Insurance Agent