Bruce Allen Patterson

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

• 06/2007 → 02/2020
  Compass Financial Advisors
  Ft Wayne, IN
• 05/2016 → Present
  Harbour Investments, Inc
  Madison, WI
• 10/2016 → Present
  Churubusco High School
  Churubusco, IN
• 02/2020 → Present
  Venture Wealth Advisors
  Fort Wayne, IN

Previous Registrations

• 2002-06-18 → 2020-03-04
  Compass Financial Advisors Llc
  Fort Wayne, IN
• 2005-02-07 → 2005-11-10
  Questar Asset Management, Inc.
  Fort Wayne, IN
• 1998-12-02 → 2002-06-17
  Vestax Securities Corporation
  Hudson, OH

Other Businesses

1)Venture Wealth Advisors - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Northeastern Group Realty | 10808 LaCabreah Lane, Fort Wayne, IN 46845 | Realtor | Description: Sell real estate | Beginning 5/2015 | 0 hours per month, 0 hours during trading hours | Paid position | Not investment related 4)JP3, LLC | 15 Lane 271 Hamilton Lake, Hamilton, IN 46742 | Partner | Description: own a portion of a duplex with my daughter | Beginning 6/2024 | 2 hours per month, 0 hours during trading hours | Unpaid | Not investment related 5)EDMBG, LLC | 15 Lane 271, Hamilton, IN 46742 | Bookkeeper | Description: Monitor revenue and expenses | Beginning 8/2018 | 4 hours per month, 0 hours during trading hours | Paid position | Not investment related 6)Zenson Motors, LLC | 1811 Forest Park Drive, Garrett, IN 46738 | Bookkeeper, part owner | Description: Used car sales | Beginning 1/2026 | 0 hours per month, 0 during trading hours | Unpaid | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-01
• S63 Uniform Securities Agent State Law Examination
  1994-04-06

Designations

• Chartered Financial Consultant

Other Names

• Bruce A Patterson