Patricia Beine, financial advisor Greenfield WI
93 score

Patricia Beine

CRD Number: 4628434
Current Firm: Harbour Investments, Inc.

Patricia Beine (CRD# 4628434) 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
Clearstep Financial Greenfield, WI Mar 2016 - Current < 1
Harbour Investments, Inc. Madison, WI Mar 2016 - Current < 1
The Strategic Financial Alliance, Inc. Atlanta, GA Oct 2010 - Mar 2016 5
Investment Advisors International Menomonee Falls, WI Jul 2006 - Oct 2010 4
Wgs,inc Menomonee Falls, WI Mar 2003 - Oct 2010 7
Wfg Menomonee Falls, WI Sep 2002 - Oct 2010 8
City 1st Wausau, WI Apr 2009 - Mar 2010 < 1
Innergy Lending Dousman, WI Jan 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Patricia M. Beine
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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