Matthew Niermeyer, financial advisor Middleton WI

Matthew Niermeyer

CRD Number: 5128966
Current Firm: Harbour Investments, Inc.

Matthew Niermeyer (CRD# 5128966) is an Investment Advisor Representative working at Harbour Investments, Inc. in Middleton, WI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Aug 2014 - Current 9
Zaddack & Associates Wauankee, WI Aug 2014 - Dec 2016 2
Park Avenue Securities Waunakee, WI Jan 2012 - Aug 2014 2
Guardian Life Insurance Company Waunakee, WI Dec 2011 - Aug 2014 2
American United Life Waunakee, WI Apr 2006 - Aug 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Matthew E. Niermeyer
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,469
    MILLIONS
  • Total Number of Accounts
    28,573
    ACCOUNTS
  • Average Account Value
    $156,400
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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