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Christopher W Yard

Harbour Investments, Inc.

Maple Grove, MN

CRD 5685162

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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:

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

Maple Grove, MN • 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 09/2009 Present
Integrity Financial Group Maple Grove MN 09/2009 Present
  • 09/2009 → Present
    Madison, WI
  • 09/2009 → Present
    Integrity Financial Group
    Maple Grove, MN
Other Businesses

1)Integrity Financial, Inc. - 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
S66 Uniform Combined State Law Examination 2015-09-02
S63 Uniform Securities Agent State Law Examination 2009-07-28
  • S66 Uniform Combined State Law Examination
    2015-09-02
  • S63 Uniform Securities Agent State Law Examination
    2009-07-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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