Michelle Caudle, financial advisor Lac Du Flambeau WI

Michelle Caudle

CRD Number: 1363568
Current Firm: Harbour Investments, Inc.

Michelle Caudle (CRD# 1363568) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lac Du Flambeau, WI and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments Madison, WI Feb 2011 - Current 13
Golden Financial Minocqua, WI Feb 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Michelle M. Caudle
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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