Unclaimed Profile

Kyle Lee Kopitzke

HARBOUR INVESTMENTS, INC.·MADISON, Wisconsin

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record12 years registeredHARBOUR INVESTMENTS, INC.

575 D'ONOFRIO DRIVE, MADISON, WI 53719CRD# 5675560Firm CRD# 19258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Lee Kopitzke · MADISON, WI

Registration

CRD #5675560 · HARBOUR INVESTMENTS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

HARBOUR INVESTMENTS, INC.

Nov 2014 – present

INVESTMENT CENTERS OF AMERICA, INC.

Apr 2014 – Oct 2014

APPLETON, WI

SII INVESTMENTS, INC.

Apr 2014 – Oct 2014

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 7, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOUR INVESTMENTS, INC.

CRD 19258 · SEC 801-29185

AUM

$6.1B

Regulatory assets under management

Employees

228

33,564 client accounts

Services offered by HARBOUR INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARBOUR INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Kyle Lee Kopitzke offer?

Kyle Lee Kopitzke specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Kyle Lee Kopitzke's credentials?

Kyle Lee Kopitzke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Lee Kopitzke located?

Kyle Lee Kopitzke is based in MADISON, Wisconsin, working with HARBOUR INVESTMENTS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Kyle Lee Kopitzke charge for services?

Kyle Lee Kopitzke's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOUR INVESTMENTS, INC.?

HARBOUR INVESTMENTS, INC. has approximately 228 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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