Stuart Friberg, financial advisor Menomonee Falls WI

Stuart Friberg

CRD Number: 7400932
Current Firm: Harbour Investments, Inc.

Stuart Friberg (CRD# 7400932) is an Investment Advisor Representative working at Harbour Investments, Inc. in Menomonee Falls, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
E2 Retirement Consulting Menomonee Falls, WI Jan 2024 - Current < 1
Harbour Investments, Inc. Madison, WI Jan 2024 - Current < 1
Open Door Bible Church Port Washington, WI May 2022 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2023 - Dec 2023 < 1
Northwestern Mutual Investment Services LLC Mequon, WI Jun 2022 - Dec 2023 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2021 - Dec 2023 2
The Cleaning Authority Cedarburg, WI Dec 2018 - Jul 2021 2
Unemployed Thiensville, WI Aug 2018 - Dec 2018 < 1
Schaefer Power Systems Grafton, WI Sep 2017 - Aug 2018 < 1
Whistling Straits Sheboygan, WI Jun 2015 - Sep 2017 2
Fleet Farm Plymouth, WI Oct 2016 - Apr 2017 < 1
The Pasta Shoppe Port Washington, WI Aug 2014 - May 2016 1
Osthoff Resort Elkhart Lake, WI May 2014 - Aug 2014 < 1
Cedar Beach Inn Belgium, WI Mar 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2023
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Stuart L. Friberg
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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