Gerard Joseph Deprez

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1998 → Present
  Harbour Investments, Inc.
  Madison, WI
• 05/1998 → Present
  Deprez Financial Services
  Green Bay, WI

Other Businesses

1)Deprez Financial Services - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Farmland in Door County | Land located off Curve Rd in Door County | Owner | Description: Rent the land to a farmer to farm | Beginning 1/2022 | 1 hour per month, 0 during trading hours | Paid position | Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2000-11-16
• S63 Uniform Securities Agent State Law Examination
  1998-07-13

Designations

• Certified Financial Planner

Other Names

• Gerald Joseph Deprez