Aaron Cade, financial advisor Viroqua WI
96 score

Aaron Cade

CRD Number: 3131685
Current Firm: Harbour Investments, Inc.

Aaron Cade (CRD# 3131685) is an Investment Advisor Representative working at Harbour Investments, Inc. in Viroqua, WI and has over 18 years of experience in the finance industry. Aaron Cade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Aug 2011 - Current 5
Cade Financial Services Viroqua, WI Aug 2011 - Current 5
Investment Club Viroqua, WI Jul 2005 - Current 11
Viroqua Partners Viroqua, WI Mar 2004 - Current 12
Viroqua Jaycees Viroqua, WI Mar 2004 - Current 12
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Aug 2011 2
Raymond James Financial Services, Inc. Barbaroo, WI Mar 2004 - Aug 2011 7
Life Investors Viroqua, WI Jul 1998 - Oct 2010 12
Starmark Viroqua, WI Jul 1998 - Oct 2010 12
Llc Property Investment Viroqua, WI Aug 2006 - Jan 2010 3
Independent Insurance Sales Agent Viroqua, WA Apr 2004 - Nov 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Aaron J. Cade
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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