Todd Carless, financial advisor Kalamazoo MI

Todd Carless

CRD Number: 2305135
Current Firm: Harbour Investments, Inc.

Todd Carless (CRD# 2305135) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kalamazoo, MI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Burnham & Flower Financial Inc. Kalamazoo, MI Jan 2001 - Current 20
Harbour Investments, Inc. Madison, WI Sep 1994 - Current 27
Burnham & Flower Agency Kalamazoo, MI Jul 1993 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Nov 2019
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Todd G. Carless
Phone Number: 608-662-6100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,361
    MILLIONS
  • Total Number of Accounts
    19,907
    ACCOUNTS
  • Average Account Value
    $168,844
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, ID, 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

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