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Paul T. Pulera

(262) 652-9696
Pulera Financial Services
5455 Sheridan Rd Suite LL20
Kenosha, WI 53140
  1. 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.
  2. Services I Provide:
    1. I sell insurance or investment products that have a stated commission paid to me.
    2. Under Reg BI, I act in the best interest of my clients and do not place my own interests ahead of my clients.
    3. As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.
    4. I use third party financial tools for portfolio analysis and to support various planning needs.
  3. 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.
    2. As a complement to my practice, I do utilize various Fixed Marketing Organizations (FMO’s). Many FMO’s offer proprietary insurance products that I may recommend for your portfolio. These companies do provide training, marketing material, financial planning tools and in some cases production rewards. Please ask me about any recent assistance I have accepted.
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