Kevin SeufzerCRD Number: 4605041
Current Firm: Harbour Investments, Inc.
Kevin Seufzer (CRD# 4605041) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 13 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Harbour Investments, Inc.||Madison, WI||Mar 2016 - Current||1|
|Clearstep Financial||Greenfield, WI||Mar 2016 - Current||1|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Oct 2010 - Mar 2016||5|
|Investment Advisors International, Inc.||Menomonee Falls, WI||Oct 2006 - Oct 2010||4|
|Wgs,inc||Menomonee Falls, WI||Dec 2002 - Oct 2010||7|
|Wfg||Menomonee Falls, WI||Mar 2002 - Oct 2010||8|
|City Of Oak Creek||Oak Creek, WI||Nov 1995 - Jul 2010||14|
|Comunity Lending||Wausau, WI||May 2006 - Jul 2007||1|
|City First Mortgage`||Milwaukee, WI||Jul 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
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