Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Kopitzke is a financial advisor with Harbour Investments, Inc. based in Madison, Wisconsin. Kyle has been a registered representative for over a decade, working previously with Investment Centers of America, Inc., SII Investments, Inc., National Planning Corporation and Thrivent Investment Management Inc. Kyle holds a Series 6, Series 7, Series 24, and Series 63 licenses. Kyle also holds a SIE license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/03/2014 - Present
Harbour Investments, Inc. (MADISON WI)
WI
08/02/2011 - 10/29/2014
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
08/02/2011 - 10/29/2014
SII INVESTMENTS, INC. (APPLETON WI)
CA
02/23/2012 - 07/01/2013
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
10/18/2010 - 07/28/2011
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
IA
Issued 04/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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