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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-28 |
Branch Locations
4100 Edison Lakes Parkway Suite 220, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Eye Care | St Joseph | MI | 01/2010 | 05/2020 |
| Family Focused Financial | Eau Claire | MI | 06/2020 | Present |
| Harbour Investments | Madison | WI | 08/2020 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Family Focus Financial - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
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