Kyle Kopitzke Email & Phone Number
Director of Transitions and Partnerships @ Harbour Investments, Inc
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Kyle Kopitzke Location
- Madison, WI, US
Kyle Kopitzke Work
- Director of Transitions and Partnerships @ (February 2026 - Present)
- Transaction Compliance Principal @ (November 2014 - Present)
- Interim RIA Chief Compliance Officer @ (September 2023 - March 2026)
- Marketing and Sponsor Relationship Coordinator @ (January 2021 - March 2026)
- Sales Supervision Principal @ (July 2013 - October 2014)
- Brokerage Services Representative @ (July 2011 - June 2013)
- Mutual Fund Call Center Representative @ (September 2010 - July 2011)
Kyle Kopitzke Education
- University of Wisconsin–Oshkosh
Bachelor of Business Administration (B.B.A.) (Finance, General)
2005-2009
Kyle Kopitzke Skills
- Customer Service
- FINRA
- Finance
- Mutual Funds
- Retirement Planning
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
Kyle Kopitzke Summary
- Kyle Kopitzke, based in Madison, WI, US, is currently a Director of Transitions and Partnerships at Harbour Investments, Inc. Kyle Kopitzke brings experience from previous roles at Harbour Investments, Inc and SII Investments. Kyle Kopitzke holds a 2005 - 2009 Bachelor of Business Administration (B.B.A.) in Finance, General @ University of Wisconsin–Oshkosh. With a robust skill set that includes Customer Service, FINRA, Finance, Mutual Funds, Retirement Planning and more. Kyle Kopitzke has 1 emails and 1 mobile phone numbers on RocketReach.
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