Heather Foster, financial advisor Fort Wayne IN

Heather Foster

CRD Number: 6241236
Current Firm: Harbour Investments, Inc.

Heather Foster (CRD# 6241236) is an Investment Advisor Representative working at Harbour Investments, Inc. in Fort Wayne, IN and has over 10 years of experience in the finance industry.

Similar Advisors
Michael Albertson, financial advisor Fort Wayne IN
Michael L. Albertson
CRD# 5440171
Secure Asset Management, LLC
Similar Advisors
Thomas Albright, financial advisor Fort Wayne IN
Thomas W. Albright
CRD# 1200534
Raymond James & Associates, Inc.
Similar Advisors
David Andersen, financial advisor Fort Wayne IN
David M. Andersen
CRD# 3175609
J.p. Morgan Securities LLC
Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI May 2018 - Current 5
Respondek Railroad Boonville, IN Jan 2000 - Current 24
Usa Financial Securities Ada, MI Sep 2013 - May 2018 4
Tradewell & Tax Financial Fort Wayne, IN Jan 2012 - May 2018 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Heather L. Foster
Phone Number: 608-662-6100
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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

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

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

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.