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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc. | Sheboygan | WI | 06/2026 | 06/2026 |
| Kestra Investment Services, Llc | Sheboygan | WI | 06/2026 | 06/2026 |
| Starbucks | Milwaukee | WI | 07/2015 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2016 | 04/2017 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 11/2016 | 04/2017 |
| Thrivent Financial | Appleton | WI | 04/2017 | 04/2018 |
| Kohler Co. | Kohler | WI | 04/2018 | 12/2018 |
| Wells Fargo Bank, N.A. | Mequon | WI | 12/2018 | 03/2021 |
| Bmo Wealth Management | Milwaukee | WI | 03/2021 | 02/2023 |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | 10/2024 |
| Riverstone Wealth Partners | Saint Charles | IL | 03/2023 | 10/2024 |
| Riverstone Wealth Partners | Sheboygan | WI | 10/2024 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | 06/2026 |
| Harbour Investments, Inc | Madison | WI | 07/2026 | Present |
| Oostburg Financial Services | Oostburg | WI | 07/2026 | Present |
1) Oostburg Financial Services - DBA 2) Community Church Sheboygan | 428 Geele Avenue, Sheboygan, WI 53083 | Deacon | Description: Participate in leadership decision making, Advocate for church members in need, Help collect and count donations with other Deacons | Beginning 05/2026 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
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