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).

Current Firm Details
727 Cormier Road, Suite 101, Green Bay, WI 54303
http://www.facebook.com
By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    1,269
    ACCOUNTS
  • Average Account Value
    $253,771
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MN, TX, WI

Financial Advisors at Harbor Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eric Heus, financial advisor Green Bay WI
Eric A. Heus
CRD#: 2403656
727 Cormier Road, Suite 101, Green Bay, WI 54303

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.

2
Cheryl Moss, financial advisor Green Bay WI
Cheryl A. Moss
CRD#: 2806535
727 Cormier Road, Suite 101, Green Bay, WI 54303

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.

3
Brent Polzin, financial advisor Green Bay WI
Brent D. Polzin
CRD#: 4761660
727 Cormier Road, Suite 101, Green Bay, WI 54303

Brent Polzin (CRD# 4761660) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 19 years of experience in the finance industry.

4
Larry Rose, financial advisor Green Bay WI
Larry J. Rose
CRD#: 2432594
727 Cormier Road, Suite 101, Green Bay, WI 54303

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals