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John Paul Czukas

Harbour Investments, Inc.

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About John Paul Czukas

John Paul Czukas is an investment advisor representative with Harbour Investments, Inc. John Paul Czukas has been active in the financial industry for over 22 years, and holds the Series 6, 7, 63, 66, 99TO, and SIE licenses. In addition to Harbour Investments, Inc., John Paul Czukas was previously registered with Thrivent Distributors, LLC, Thrivent Investment Management Inc., The O.N. Equity Sales Company, H&R Block Financial Advisors, Inc., Securities America, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Strong Funds Distributors, Inc..

Firm Information

John Czukas is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Czukas’s Registration & Firm History

WI

05/25/2018 - Present

Harbour Investments, Inc. (BROOKFIELD WI)

WI

11/11/2015 - 04/24/2018

THRIVENT DISTRIBUTORS, LLC (Appleton WI)

WI

10/28/2005 - 12/24/2015

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

OH

05/05/2005 - 09/20/2005

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

MI

12/15/2003 - 01/11/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

NE

07/29/2002 - 12/17/2003

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

12/17/2001 - 01/03/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/17/2001 - 01/03/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

WI

03/20/1996 - 12/02/1998

STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 12/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Paul Czukas.
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