Ian M Mark

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

• 08/2014 → 08/2016
  Big Boy
  Grayling, MI
• 01/2017 → 08/2017
  Meijer
  Acme, MI
• 12/2017 → 09/2024
  Northland Investments
  Reed City, MI
• 09/2024 → 10/2024
  Student
  Reed City, MI
• 09/2024 → 02/2025
  Sni Financial
  Reed City, MI
• 09/2016 → 12/2017
  Unemployed/Student
  Acme, MI
• 04/2025 → 11/2025
  Edward Jones
  St. Louis, MO
• 11/2025 → Present
  Harbour Investments, Inc
  Madison, WI
• 11/2025 → Present
  Lebaron Financial Group
  Reed City, MI

Previous Registrations

• 2025-05-20 → 2025-11-13
  Edward Jones
  St Louis, MO
  Reed City, MI
• 2024-11-15 → 2025-02-28
  Sni Financial
  Reed City, MI

Other Businesses

1) The Home Depot; Type of business: Retail; Cadillac, MI; Start date: 3/26/2025; Associate; Hours per week: 24; Hours during trading: 8; Interacting with customers and general retail stocking/inventory. 2) Rental Property; Sole Proprietor; 5902 E M-55 Cadillac, MI 49601; 3-5 hrs per month after business hours 3) LeBaron Financial Group - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-03

Other Names

• Ian Mark
• Ian Michael Mark