Steven Klescewski, financial advisor Cedar Grove WI

Steven Klescewski

CRD Number: 2596821
Current Firm: Harbour Investments, Inc.

Steven Klescewski (CRD# 2596821) is an Investment Advisor Representative working at Harbour Investments, Inc. in Cedar Grove, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Aug 2007 - Current 16
Oostburg Financial Services Oostburg, WI Aug 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Steven R. Klescewski
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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