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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 | 2022-08-12 |
Branch Locations
947 Center Avenue, Oostburg, WI 53070 • United States
1010 Happy Lane, Sheboygan Falls, WI 53085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheboygan Lutheran High School | Sheboygan | WI | 08/2014 | 05/2018 |
| The Bull At Pinehurst Farm | Sheboygan Falls | WI | 05/2018 | 08/2020 |
| Lakeland University | Plymouth | WI | 01/2019 | 12/2021 |
| Veritas Financial | Plymouth | WI | 01/2020 | 07/2020 |
| Risterer Financial | Kiel | WI | 08/2020 | 10/2021 |
| Oostburg Financial Services | Oostburg | WI | 10/2021 | Present |
1.Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2.Oostburg Financial Services - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
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