Laurie Ellis-Mcleod (CRD# 6044180) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 11 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Nov 2018 - Current | 5 |
| International Assets Advisory, LLC | Madison, WI | Jan 2018 - Nov 2018 | < 1 |
| H. Beck, Inc. | Bethesda, MD | Aug 2016 - Dec 2017 | 1 |
| Investors Capital Corporation | Lynnfield, MA | Sep 2015 - Aug 2016 | < 1 |
| Parkland Securities LLC | Ann Arbor, MI | Mar 2015 - Sep 2015 | < 1 |
| Spc | Ann Arbor, MI | Mar 2015 - Sep 2015 | < 1 |
| Securities Management & Research,inc. | Marion, IA | Dec 2013 - Mar 2015 | 1 |
| Bfc Planning | Marion, IA | Dec 2013 - Mar 2015 | 1 |
| Juvenile Diabetes Research Foundation | Madison, WI | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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