David KnibbeCRD Number: 1217640
Current Firm: Harbour Investments, Inc.
David Knibbe (CRD# 1217640) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kalamazoo, MI and has over 34 years of experience in the finance industry.
Prudential Financial Planning Services
Summit Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Knibbe Financial, Inc,||Kalamazoo, MI||Apr 2006 - Current||12|
|Harbour Investments, Inc.||Madison, WI||Aug 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management763MILLIONS
Total Number of Accounts3,719ACCOUNTS
Average Account Value$205,050
- 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, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV