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
- 2026 -now Director of Transitions and Partnerships @
- 2014 -now Transaction Compliance Principal @
- 2023 -2026 Interim RIA Chief Compliance Officer @
- 2021 -2026 Marketing and Sponsor Relationship Coordinator @
- 2013 -2014 Sales Supervision Principal @
- 2011 -2013 Brokerage Services Representative @
- 2010 -2011 Mutual Fund Call Center Representative @
Kyle Kopitzke Education
- University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.) (Finance, General)
2005-2009
Kyle Kopitzke Skills
- FINRA
- Series 63
- Series 6
- Finance
- Series 65
- Customer Service
- Series 7
- Retirement Planning
- Mutual Funds
- Series 24
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 FINRA, Series 63, Series 6, Finance, Series 65 and more. Kyle Kopitzke has 1 emails and 1 mobile phone numbers on RocketReach.
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