Patricia M Beine

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

• 03/2016 → Present
  Harbour Investments, Inc
  Madison, WI
• 03/2016 → Present
  Clearstep Financial
  Greenfield, WI

Previous Registrations

• 2010-10-30 → 2016-04-13
  The Strategic Financial Alliance, Inc.
  Greenfield, WI
• 2006-07-17 → 2010-11-02
  Investment Advisors International, Inc.
  Northbrook, IL
  Greenfield, WI
• 2005-09-27 → 2006-08-24
  Transamerica Financial Advisors, Llc
  Menomonee Falls, WI
  Philadelphia, PA
  Milwaukee, WI

Other Businesses

1)Clearstep Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-04
• S63 Uniform Securities Agent State Law Examination
  2003-03-19

Other Names

• Patricia Marie Yurs
• Patricia M Beine
• Patricia M Beine