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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-25 |
Branch Locations
7900 International Dr Suite 300 Pmb 3335, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avila Wealth | Bloomington | MN | 07/2025 | Present |
| Harbour Investments, Inc | Madison | WI | 03/2026 | Present |
| University Of Wi - Lacrosse | Lacrosse | WI | 09/2021 | 05/2025 |
| Nichols Creek Wealth Partners | Elm Grove | WI | 05/2022 | 01/2025 |
| Oconomowoc Area School District | Oconomowoc | WI | 06/2021 | 08/2021 |
| Oconomowoc High School | Oconomowoc | WI | 09/2017 | 06/2021 |
| Nichols Creek Wealth Partners | Elm Grove | WI | 06/2020 | 08/2020 |
| S&J Cafe | Oconomowoc | WI | 06/2019 | 08/2019 |
| Nature Hill Middle School | Oconomowoc | WI | 09/2013 | 06/2017 |
1) AVILA WEALTH MANAGEMENT - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-20 |
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