Harold HellenCRD Number: 4495110
Current Firm: Harbour Investments, Inc.
Harold Hellen (CRD# 4495110) is an Investment Advisor Representative working at Harbour Investments, Inc. in Dodgeville, WI and has over 11 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Sii Investments, Inc.
|Hh Financial Planning Group||Dodgeville, WI||Jan 2007 - Current||9|
|Harbour Investments, Inc.||Madison, WI||Jan 2007 - Current||9|
|American General Securities Incorporated||Dodgeville, WI||Apr 2005 - Dec 2006||1|
|Aig American General Life Insurance Company||Dodgeville, WI||Feb 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2005|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV