Harbour Investments, Inc.

Harbour Investments, Inc. (CRD# 19258) is a financial advisory firm headquartered in Madison, WI. They manage $3,361,186,192 in 19,907 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,361
    MILLION
  • Total Number of Accounts
    19,907
    ACCOUNTS
  • Average Account Value
    $168,844
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
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Harbour Investments, Inc.
Showing 1 - 10 of 222 top financial advisors.
1
Pamela K. Ahlers
CRD#: 1593463
15311 W. Vantage Pkwy #160, Houston, TX 77032

Pamela Ahlers (CRD# 1593463) is an Investment Advisor Representative working at Harbour Investments, Inc. in Houston, TX and has over 34 years of experience in the finance industry. Pamela Ahlers 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
Michael F. Ajango
CRD#: 1273248
116 3rd Street, Depere, WI 54115

Michael Ajango (CRD# 1273248) is an Investment Advisor Representative working at Harbour Investments, Inc. in Depere, WI and has over 27 years of experience in the finance industry. Michael Ajango 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.

3
Herbert F. Allen
CRD#: 2168057
6735 Vistagreen Way, Suite 200, Rockford, IL 61107

Herbert Allen (CRD# 2168057) is an Investment Advisor Representative working at Harbour Investments, Inc. in Rockford, IL and has over 30 years of experience in the finance industry.

4
Craig A. Anderson
CRD#: 4251913
St Joseph, MI

Craig Anderson (CRD# 4251913) is an Investment Advisor Representative working at Harbour Investments, Inc. in St Joseph, MI and has over 11 years of experience in the finance industry.

5
Jeremy A. Argue
CRD#: 4649466
575 D'onofrio Drive, Suite 300, Madison, WI 53719

Jeremy Argue (CRD# 4649466) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 18 years of experience in the finance industry.

6
John R. Augustin
CRD#: 1771066
Pewaukee, WI

John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Pewaukee, WI and has over 33 years of experience in the finance industry.

7
Travis L. Bator
CRD#: 5241485
575 D'onofrio Drive, Suite 300, Madison, WI 53719

Travis Bator (CRD# 5241485) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 14 years of experience in the finance industry.

8
Connor J. Bauserman
CRD#: 6285911
2725 Airview Blvd, Suite 204, Portage, MI 49002

Connor Bauserman (CRD# 6285911) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, MI and has over 4 years of experience in the finance industry.

9
Matthew C. Bayer
CRD#: 2744627
1948 E Whipp Rd, Suite D, Kettering, OH 45440

Matthew Bayer (CRD# 2744627) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kettering, OH and has over 25 years of experience in the finance industry.

10
Patricia M. Beine
CRD#: 4628434
3870 S 108th St, Greenfield, WI 53228

Patricia Beine (CRD# 4628434) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 18 years of experience in the finance industry.

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