Rebecca Artz (CRD# 6544447) is an Investment Advisor Representative working at Harbour Investments, Inc. in Richland, MI and has over 5 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Feb 2019 - Current | 5 |
| Kiss Financial Services | Richland, MI | Jan 2015 - Current | 9 |
| Western Michigan University | Kalamazoo, MI | Jan 2015 - Current | 9 |
| Grand Canyon University | Phoenix, AZ | Aug 2014 - Jan 2015 | < 1 |
| Arby's | Kalamazoo, MI | Mar 2013 - Jun 2014 | 1 |
| Gull Lake Community Schools | Richland, MI | Sep 2002 - Jun 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- MI
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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
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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