Jesse Melichar

Castle Financial, LLC

518 E Whispering Pines Way
Verona, WI 53593

I Am Licensed and Registered as Follows:
1. Insurance Agent
  1. I am a licensed insurance agent and am authorized to represent various companies as I offer, sell and service insurance products on their behalf.
2. I am not an Investment Advisor Representative with Harbour Investments.
3. FINRA (Financial Industry Regulation Authority) Registered Representative with Harbour Investments, Inc. 575 D’Onofrio Dr., Suite 300, Madison WI 53719. Member FINRA, SIPC.
  1. 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.
4. Accredited Asset Management Specialist (AAMS)
5. Ceritified Plan Fiduciary Adviser (CRPS)
6. ARPC
Personal Conflict of Interest:
1. 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.