Rick Medland
   Transaction Department Supervisor

 




Rick is the Transaction Department Supervisor, joining Harbour in April 1996.  Rick has a Bachelor of Business Administration degree from University of Wisconsin – Whitewater.  He had prior banking experience and did an internship at a brokerage firm prior to joining Harbour.

 
 

 Rick approves department paperwork, oversees all paperwork going to product sponsors and clearing firms, helps representatives open accounts properly and solves any problems that may arise.  Rick is the mutual fund coordinator as well, assuring we have selling agreements with fund companies for products representatives want to sell.  He keeps up with mutual fund changes and new product ideas, passing those ideas on to representatives.  Rick has a thorough knowledge of the securities industry and will answer all your transaction department questions!  Take a moment and give Rick a call!

 Licenses:  Series 4, 7, 24, 51, 53, 63 and  Wisconsin Life & Health Insurance

Special Interests:  Loves Packer and Badger football, Bucks and Badger basketball, has season tickets to Badger hockey, plays league darts and has participated in the State and National tournaments