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Harbour Investments, Inc. CRD 19258
$9.60B regulatory AUM 3,203 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arne Jacobsen/Equisource, Inc. | Rockford | IL | 07/1985 | Present |
| Jacobsen Insurance Service | Rocford | IL | 01/1984 | Present |
| Harbour Investments, Inc | Madison | WI | 08/2009 | Present |
| Nuvista Capital Management | Rockford | IL | 04/2008 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Nuvista Capital Management - DBA 3)Miracle Mile Rockford | 3923 East State Street, Rockford, IL 61108 | Board Member | Description: Business group advocating for development, improvement and safety of the Miracle Mile business district | Beginning 1/2017 | 1 hours per month, 1 hours during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-25 |
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