Michael Peat, financial advisor Dodgeville WI

Michael Peat

CRD Number: 4251097
Current Firm: Harbour Investments, Inc.

Michael Peat (CRD# 4251097) is an Investment Advisor Representative working at Harbour Investments, Inc. in Dodgeville, WI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
First Rate Financial Dodgeville, WI Sep 2000 - Current 23
Harbour Investments Inc. Madison, WI Aug 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Michael D. Peat
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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