Michael James Dreyer

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

• 02/2013 → Present
  Dreyer & Associates
  Appleton, WI
• 12/2010 → 12/2020
  Pdi Financial Group
  Appleton, WI
• 09/2013 → Present
  Harbour Investments
  Madison, WI
• 04/2016 → Present
  Dreyer Wealth Management Llc
  Appleton, WI

Other Businesses

1) Dreyer 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 3) DWM Investments | 331 E Washington St, Appleton, WI 54911 | Owner | Description: Property Management | Beginning 11/2020 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 4) DWM Tax Planning LLC | 331 E Washington St, Appleton, WI 54911 | Owner | Description: Tax preparation and account services | Beginning 7/2026 | 10 hours per month, 10 during trading hours | Paid position | Not investment related 5) JMTE Aviation, LLC | 208 E Stratford Lane, Appleton, WI 54913 | Owner | Description: Own and maintain an airplane | Beginning 10/2021 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2013-10-04

Designations

• Certified Financial Planner