Harbour Investments, Inc.
Harbour Investments, Inc. (CRD# 19258) is a financial advisory firm headquartered in Madison, WI. They manage $4,468,811,819 in 28,573 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,469MILLION
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Total Number of Accounts28,573ACCOUNTS
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Average Account Value$156,400
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jeffrey Janeway (CRD# 6533806) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 8 years of experience in the finance industry. Jeffrey Janeway 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.
Pamela Ahlers (CRD# 1593463) is an Investment Advisor Representative working at Harbour Investments, Inc. in Houston, TX and has over 37 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.
Herbert Allen (CRD# 2168057) is an Investment Advisor Representative working at Harbour Investments, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.
Craig Anderson (CRD# 4251913) is an Investment Advisor Representative working at Harbour Investments, Inc. in St Joseph, MI and has over 13 years of experience in the finance industry.
Jeremy Argue (CRD# 4649466) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 20 years of experience in the finance industry.
John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Pewaukee, WI and has over 36 years of experience in the finance industry.
Michael Baer (CRD# 1422098) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 38 years of experience in the finance industry.
Matthew Bayer (CRD# 2744627) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kettering, OH and has over 27 years of experience in the finance industry.
Patricia Beine (CRD# 4628434) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 21 years of experience in the finance industry.
Lynn Berry (CRD# 2488908) is an Investment Advisor Representative working at Harbour Investments, Inc. in Neenah, WI and has over 29 years of experience in the finance industry.