Harbour Investments, Inc.

Harbour Investments, Inc. (CRD# 19258) is a financial advisory firm headquartered in Madison, WI. They manage $762,580,000 in 3,719 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    763
    MILLION
  • Total Number of Accounts
    3,719
    ACCOUNTS
  • Average Account Value
    $205,050
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, 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 202 top financial advisors.
1
Brock A. Weaver
CRD#: 2962597
719 E Bristol St, Elkhart, IN 46514
101
Wealthminder
score

Brock Weaver (CRD# 2962597) is an Investment Advisor Representative working at Harbour Investments, Inc. in Elkhart, IN and has over 20 years of experience in the finance industry. Brock Weaver 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
Pamela K. Ahlers
CRD#: 1593463
15311 W. Vantage Pkwy #160, Houston, TX 77032
96
Wealthminder
score

Pamela Ahlers (CRD# 1593463) is an Investment Advisor Representative working at Harbour Investments, Inc. in Houston, TX and has over 31 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.

3
Craig A. Anderson
CRD#: 4251913
Eau Claire, MI
96
Wealthminder
score

Craig Anderson (CRD# 4251913) is an Investment Advisor Representative working at Harbour Investments, Inc. in Eau Claire, MI and has over 7 years of experience in the finance industry.

4
Jeremy A. Argue
CRD#: 4649466
110 Enterprise Dr, Suite 103, Verona, WI 53593
96
Wealthminder
score

Jeremy Argue (CRD# 4649466) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 14 years of experience in the finance industry.

5
John R. Augustin
CRD#: 1771066
Brookfield, WI
96
Wealthminder
score

John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Brookfield, WI and has over 30 years of experience in the finance industry.

6
Aaron J. Cade
CRD#: 3131685
117 W Court St, Suite A, Viroqua, WI 54665
96
Wealthminder
score

Aaron Cade (CRD# 3131685) is an Investment Advisor Representative working at Harbour Investments, Inc. in Viroqua, WI and has over 19 years of experience in the finance industry. Aaron Cade 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.

7
Joseph A. Catanzarite
CRD#: 4759525
South Bend, IN
96
Wealthminder
score

Joseph Catanzarite (CRD# 4759525) is an Investment Advisor Representative working at Harbour Investments, Inc. in South Bend, IN and has over 14 years of experience in the finance industry. Joseph Catanzarite 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.

8
Douglas J. Crubel
CRD#: 2501785
142 E Maple St, Lancaster, WI 53813
96
Wealthminder
score

Douglas Crubel (CRD# 2501785) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lancaster, WI and has over 23 years of experience in the finance industry.

9
William S. Dijak
CRD#: 1951822
3216 Christy Way #3, Saginaw, MI 48603
96
Wealthminder
score

William Dijak (CRD# 1951822) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saginaw, MI and has over 21 years of experience in the finance industry. William Dijak 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.

10
Carol I. Fasbender
CRD#: 1453739
620 Broad Street, Suite 103, Saint Joseph, MI 49085
96
Wealthminder
score

Carol Fasbender (CRD# 1453739) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saint Joseph, MI and has over 32 years of experience in the finance industry. Carol Fasbender 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.

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