Denise Jaehnke, financial advisor Columbus WI

Denise Jaehnke

CRD Number: 4067150
Current Firm: Harbour Investments, Inc.

Denise Jaehnke (CRD# 4067150) is an Investment Advisor Representative working at Harbour Investments, Inc. in Columbus, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Jan 2018 - Current 6
Eps Financial Columbus, WI May 2014 - Current 9
Extended Personal Service Insurance Columbus, WI Feb 1978 - Current 46
Gf Investment Services, LLC Sarasota, FL Jun 2014 - Dec 2017 3
Global Financial Private Capital, LLC Sarasota, FL Jun 2014 - Dec 2017 3
Lincoln Investment Columbus, WI Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Denise A. Jaehnke
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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