Chris Neufeld (CRD# 2339237) is an Investment Advisor Representative working at Harbour Investments, Inc. in Marshfield, WI and has over 30 years of experience in the finance industry.
CRD# 4220147
Lpl Financial LLC
CRD# 5555164
Edward Jones
CRD# 1017881
Buena Vista Investment Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Focused Tax Solutions | Marshfield, WI | Jun 2015 - Current | 8 |
| Harbour Investments, Inc. | Madison, WI | Nov 1996 - Current | 27 |
| Neufeld Capital Management | Marshfield, WI | Nov 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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