Lukas Kolasch (CRD# 7100841) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 3 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Oct 2021 - Current | 2 |
| Securities America, Inc. | Monticello, WI | May 2020 - Oct 2021 | 1 |
| Securities America, Inc. | Monticello, WI | Jul 2019 - May 2020 | < 1 |
| Sports Advantage | Verona, WI | Dec 2017 - Jul 2019 | 1 |
| Northwestern Mutual | Janesville, WI | Jun 2019 - Jun 2019 | < 1 |
| Xperience Fitness Menasha | Menasha, WI | Aug 2017 - Dec 2017 | < 1 |
| Student | La Crosse, WI | Sep 2016 - Aug 2017 | < 1 |
| Village Of Monticello | Monticello, WI | May 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- 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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