Douglas Waelchli (CRD# 4534353) is an Investment Advisor Representative working at Harbour Investments, Inc. in Peshtigo, WI and has over 21 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 6617482
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Dec 2017 - Current | 6 |
| Waelchli Financial Services | Peshtigo, WI | Dec 2017 - Current | 6 |
| Sii Investments, Inc. | Peshtigo, WI | Jun 2006 - Dec 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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