Larry Rose, financial advisor Green Bay WI

Larry Rose

CRD Number: 2432594
Current Firm: Harbor Wealth Management, LLC

Larry Rose (CRD# 2432594) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Harbor Wealth Management LLC Green Bay, WI Aug 2010 - Current 12
Comprehensive Asset Manangement And Servicing, Inc. Green Bay, WI Aug 2010 - Dec 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Larry J. Rose
Phone Number: 920-434-5310
Firm Website: http://www.facebook.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    1,626
    ACCOUNTS
  • Average Account Value
    $194,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IL, MN, TX, WI

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