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Harbour Investments, Inc. CRD 19258
$9.60B regulatory AUM 3,203 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 01/2009 | Present |
| Oshefsky Financial Services | Green Bay | WI | 01/2009 | Present |
1)Oshefsky 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)Oshefsky Timber | N2643 County Road V, Luxemburg, WI 54217 | Owner | Description: Harvest timber | Beginning 12/2013 | 5 hours per month, 0 hours during trading hours | Paid position | Not investment related 4)Town of Montpelier | E704JJ Road, Luxemburg, WI 54217 | Town Clerk | Description: Maintain town records | Beginning 4/2017 | 28 hours per month, 0 hours during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-21 |
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