Kyle Pahnke (CRD# 7279773) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | May 2021 - Current | 1 |
| University Of Minnesota | Minneapolis, MN | Jun 2018 - Current | 3 |
| Play N Wisconsin | Middleton, WI | May 2020 - Aug 2020 | < 1 |
| City Of Middleton | Middleton, WI | May 2019 - Aug 2019 | < 1 |
| Waunakee High School | Waunakee, WI | Jun 2014 - Jun 2018 | 4 |
| Waunakee Middle School | Waunakee, WI | Jun 2012 - Jun 2014 | 2 |
| Waunakee Intermediate School | Waunakee, WI | Jun 2010 - Jun 2012 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- WI
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Total Assets Under Management4,703MILLIONS
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Total Number of Accounts24,931ACCOUNTS
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Average Account Value$188,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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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