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Arne Richard Jacobsen

Harbour Investments, Inc.

Rockford, IL

CRD 1171584

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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
IL RA APPROVED 2009-08-21
  • IL RA
    APPROVED
    Since 2009-08-21

Branch Locations

3923 E State Street, Rockford, IL 61108 • 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
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
  • 07/1985 → Present
    Arne Jacobsen/Equisource, Inc.
    Rockford, IL
  • 01/1984 → Present
    Jacobsen Insurance Service
    Rocford, IL
  • 08/2009 → Present
    Madison, WI
  • 04/2008 → Present
    Nuvista Capital Management
    Rockford, IL
Previous Registrations
  • 2000-06-14 → 2009-08-24
    Mutual Service Corporation
    Rockford, IL
    Rockford, IL
    Rockford, IL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-22
S63 Uniform Securities Agent State Law Examination 1992-03-25
  • S65 Uniform Investment Adviser Law Examination
    1999-11-22
  • S63 Uniform Securities Agent State Law Examination
    1992-03-25

View on SEC IAPD

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