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Adam James Hub

Harbour Investments, Inc.

Coon Rapids, MN

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Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2016-06-08
  • MN RA
    APPROVED
    Since 2016-06-08

Branch Locations

299 Coon Rapids Blvd #213, Coon Rapids, MN 55433 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbour Investments, Inc Madison WI 03/2016 Present
Clearstep Financial Bloomington MN 03/2016 11/2024
Avila Wealth Managment Coon Rapids MN 12/2024 Present
  • 03/2016 → Present
    Harbour Investments, Inc
    Madison, WI
  • 03/2016 → 11/2024
    Clearstep Financial
    Bloomington, MN
  • 12/2024 → Present
    Avila Wealth Managment
    Coon Rapids, MN
Previous Registrations
  • 2010-11-08 → 2016-04-13
    The Strategic Financial Alliance, Inc.
    Bloomington, MN
    Bloomington, MN
    Greenfield, WI
  • 2008-06-24 → 2010-11-02
    Investment Advisors International, Inc.
    Bloomington, MN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-07
S63 Uniform Securities Agent State Law Examination 2005-08-22
  • S65 Uniform Investment Adviser Law Examination
    2008-06-07
  • S63 Uniform Securities Agent State Law Examination
    2005-08-22
Other Names
  • Adam Hub

View on SEC IAPD

Other Firms

LIFESTAGE WEALTH MANAGEMENT, INC.
TLG ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
ALL TERRAIN FINANCIAL ADVISORS
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY

Other Investors

MATTHEW DAVID ENGELMANN
JEFFREY LYNN WICKMANN
Christopher John Peplinski
ERIC D MULLINS
BRIAN JAMES SKOLTE
JOSEPH LEE VAN DAM
WILLIAM HENRY FONDELL
William Bartlett

Other Offices

LIFESTAGE WEALTH MANAGEMENT, INC. · COON RAPIDS, MN
TLG ADVISORS, INC. · Minneapolis, MN
CETERA INVESTMENT ADVISERS LLC · COON RAPIDS, MN
ALL TERRAIN FINANCIAL ADVISORS · COON RAPIDS, MN
J.P. MORGAN SECURITIES LLC · Blaine, MN
U.S. BANCORP ADVISORS, LLC · Blaine, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Blaine, MN
THE HUNTINGTON INVESTMENT COMPANY · Blaine, MN

More in Coon Rapids, MN

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