Remmel & Associates
5497 W Waterford Ln
Suite B
Appleton, WI 54913
Suite B
Appleton, WI 54913
-
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 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.
-
Insurance Agent
-
Services I Provide:
- I sell insurance or investment products that have a stated commission paid to me.
- 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 use third party financial tools for portfolio analysis and to support various planning needs.
-
Personal Conflict of Interest:
- I have a family member that is employed as a wholesaler by an investment company, insurance company or third-party money manager. As a normal course of business, that person is compensated by sales of their company products.