Advisor at Harborfront Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harborfront Financial Group
Location
Ludington, MI 49431
Credentials
Series 63, Series 65
Industry experience
3 years
Autumn Wittlieff is a financial advisor with Harborfront Financial Group, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at LPL Financial LLC and work in education with Mason County Eastern Schools. Harborfront Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm utilizes a variety of investment strategies, including fundamental, technical, charting, and cyclical analysis, and offers portfolio management through LPL Financial-sponsored programs.
Based on Harborfront Financial Group
Based on Harborfront Financial Group
Fixed fees ranging from $100 to $7,000 quarterly in arrears, negotiated based on service complexity.
Commission-based compensation may be received by associated persons registered with LPL Financial for sale or holding of mutual funds and other securities.
Minimum fee: Minimum program fee of $250 for SMS
401 W Ludington Ave, Ste 103
Ludington, MI 49431
Michigan · Texas
Harborfront Financial LLC
2024 - Present (2 years)
LPL Financial
2023 - 2024 (1 year)
LPL Financial
2022 - Present (4 years)
LPL Financial
2021 - 2022 (1 year)
Mason County Eastern Schools
2019 - 2021 (2 years)
Countryside Greenhouse
2016 - 2018 (2 years)
Appletree
2015 - 2016 (1 year)
Grand Valley State University
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Ludington, MI
Plaisier Financial Group LLC
Series 65
Ludington, MI
Middle Coast Investing LLC
Series 65
Ludington, MI
Middle Coast Investing LLC
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 66
Ludington, MI
Harborfront Financial Group
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