Best Investors Account Sign in

Joseph Robert Coleman

Harbour Investments, Inc.

Stoughton, WI

Madison, WI

Claim This Profile
Current Employers
Harbour Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-17
  • WI RA
    APPROVED
    Since 2026-03-17

Branch Locations

214 S Forrest St Suite 8, Stoughton, WI 53589 • United States

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • 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
Culver's Of Cottage Grove Cottage Grove WI 03/2017 06/2022
Mcfarland Investment Center Stoughton WI 09/2022 03/2026
Madison Area Technical College Madison WI 08/2018 05/2020
Unemployed Stoughton WI 06/2022 09/2022
Marshall Schools Marshall WI 01/2012 06/2018
Lpl Financial Llc Stoughton WI 09/2022 03/2026
Journey Financial Partners Stoughton WI 01/2024 Present
Harbour Investments, Inc. Madison WI 03/2026 Present
  • 03/2017 → 06/2022
    Culver's Of Cottage Grove
    Cottage Grove, WI
  • 09/2022 → 03/2026
    Mcfarland Investment Center
    Stoughton, WI
  • 08/2018 → 05/2020
    Madison Area Technical College
    Madison, WI
  • 06/2022 → 09/2022
    Unemployed
    Stoughton, WI
  • 01/2012 → 06/2018
    Marshall Schools
    Marshall, WI
  • 09/2022 → 03/2026
    Lpl Financial Llc
    Stoughton, WI
  • 01/2024 → Present
    Journey Financial Partners
    Stoughton, WI
  • 03/2026 → Present
    Harbour Investments, Inc.
    Madison, WI
Previous Registrations
Other Businesses

1) Journey Financial Partners - DBA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-19
S65 Uniform Investment Adviser Law Examination 2023-05-25
  • S63 Uniform Securities Agent State Law Examination
    2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-05-25

View on SEC IAPD

Other Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NEUENSCHWANDER ASSET MANAGEMENT, LLC
EAGLE STRATEGIES LLC
RETIREMENT INCOME STRATEGIES, LLC
COORDINATED CAPITAL SECURITIES, INC.

Other Investors

Phillip H. Knutson
Martin Roy Griffin
Lisa Lynn Fernan
CARINA L MORELAND
Jessica Lynn Knutson
Kelly Ann Venable
MICHAEL JON NIEDFELDT
TERRY JAMES NIEDFELDT

Other Offices

EDWARD JONES · Stoughton, WI
EDWARD JONES · Stoughton, WI
EDWARD JONES · STOUGHTON, WI
THRIVENT INVESTMENT MANAGEMENT INC. · STOUGHTON, WI
HARBOUR INVESTMENTS, INC. · STOUGHTON, WI
LPL FINANCIAL LLC · STOUGHTON, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Stoughton, WI
EDWARD JONES · OREGON, WI

More in Stoughton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor