Harbor Wealth Management, LLC

Harbor Wealth Management, LLC (CRD# 153527) is a financial advisory firm headquartered in Green Bay, WI. They manage $117,792,134 in 619 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $190,294
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Harbor Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Cheryl A. Moss
CRD#: 2806535
727 Cormier Road, Suite 101, Green Bay, WI 54303
96
Wealthminder
score

Cheryl Moss (CRD# 2806535) 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. Cheryl Moss 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.

2
Mitchel J. Eastman
CRD#: 1185977
727 Cormier Road, Suite 101, Green Bay, WI 54303
93
Wealthminder
score

Mitchel Eastman (CRD# 1185977) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 32 years of experience in the finance industry.

3
Eric A. Heus
CRD#: 2403656
727 Cormier Road, Suite 101, Green Bay, WI 54303
93
Wealthminder
score

Eric Heus (CRD# 2403656) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 22 years of experience in the finance industry.

4
Brent D. Polzin
CRD#: 4761660
727 Cormier Road, Suite 101, Green Bay, WI 54303
93
Wealthminder
score

Brent Polzin (CRD# 4761660) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 12 years of experience in the finance industry.

5
Larry J. Rose
CRD#: 2432594
727 Cormier Road, Suite 101, Green Bay, WI 54303
93
Wealthminder
score

Larry Rose (CRD# 2432594) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 23 years of experience in the finance industry.

6
Nand S. Rai
CRD#: 6045949
727 Cormier Road, Suite 101, Green Bay, WI 54303
90
Wealthminder
score

Nand Rai (CRD# 6045949) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 4 years of experience in the finance industry.

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