Kyle Pahnke, financial advisor Madison WI

Kyle Pahnke

CRD Number: 7279773
Current Firm: Harbour Investments, Inc.

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.

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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
Contact Info for Kyle B. Pahnke
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,703
    MILLIONS
  • Total Number of Accounts
    24,931
    ACCOUNTS
  • Average Account Value
    $188,628
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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