Kyle Kopitzke

Interim RIA Chief Compliance Officer at Harbour Investments, Inc

Kyle Kopitzke has extensive experience in the financial services industry, currently serving as the Interim RIA Chief Compliance Officer and previously holding roles such as Marketing and Sponsor Relationship Coordinator and Transaction Compliance Principal at Harbour Investments, Inc since November 2014. Prior to this, Kyle served as Sales Supervision Principal and Brokerage Services Representative at SII Investments from July 2011 to October 2014. Earlier in the career, Kyle worked as a Mutual Fund Call Center Representative at Thrivent Financial for Lutherans from September 2010 to July 2011. Kyle holds a Bachelor of Business Administration in Finance from the University of Wisconsin Oshkosh, earned in 2009.

Location

Madison, United States

Links

Previous companies


Org chart


Teams


Offices


Harbour Investments, Inc

Broker Dealer Offering Investments and Advisory Services: Harbour was founded in 1987, with the goal to create a full-service broker dealer that would provide outstanding, personalized service to our representatives. Now, more than 35 years later, we remain rooted in the same midwestern values that are the foundation for our success. At the heart of those values are honesty, integrity and service. At Harbour Investments, it's the people who make the difference and we strive to make long lasting personal relationships. Award Winning Broker Dealer Celebrating More Than 30 years of Success and Independence!