Kevin Seufzer, financial advisor Greenfield WI
93 score

Kevin Seufzer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kevin C. Seufzer
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
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
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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