Harbor Wealth Management, LLC
Harbor Wealth Management, LLC (CRD# 153527) is a financial advisory firm headquartered in Green Bay, WI. They manage $322,035,674 in 1,269 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management322MILLION
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Total Number of Accounts1,269ACCOUNTS
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Average Account Value$253,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
IL, MN, TX, WI
Eric Heus (CRD# 2403656) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.
Cheryl Moss (CRD# 2806535) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Brent Polzin (CRD# 4761660) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 20 years of experience in the finance industry.
Larry Rose (CRD# 2432594) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.