Advisor at Harbour Investments, Inc.
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
Harbour Investments, Inc.
Location
Burlington, WI 53105
Credentials
Series 63, Series 65
Industry experience
29 years
Flat fees generally range from $200 to $2,500 depending on scope
$0 - $25,000: Higher service fees (specific rate not stated) due to higher costs of maintaining the account $25,000+: Up to 2.0% maximum advisory fee (negotiated with client)
Commission-based compensation available through broker/dealer activities; commissions may offset AUM fees for periods; 12b-1 fees received from some mutual funds
Hourly fees generally range from $50 to $300 per hour
Account minimum: $5,000 (no advisory fee assessed below this value at Pershing Advisor Solutions and/or Charles Schwab, Inc.; IARs may require higher minimums) Fee-only: Hourly fees generally range from $50 to $300 per hour; flat fees generally range from $200 to $2,500 depending on scope
Harbour Investments, Inc
2016 - Present (10 years)
Annex Wealth Management, LLC
2012 - 2016 (4 years)
Provident Ins. Group
2010 - Present (16 years)
H. Beck, Inc.
2009 - 2016 (7 years)
Daniel A.. Krueger Insurance Sales
1991 - Present (35 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Muskego, WI
Edward Jones
Series 66
Lake Geneva, WI
Edward Jones
Series 66
Burlington, WI
Edward Jones
Series 63, Series 66
Burlington, WI
Merrill
Robert Bailey is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to individual client goals and aspirations. With nine years of experience in financial markets, his expertise spans global macroeconomic analysis and bottom-up individual security selection, covering a broad range of investment vehicles including mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on areas such as retirement planning, portfolio management, family wealth strategies, and business financial health. Raised in Burlington and currently residing in Genoa City, Wisconsin, Robert earned a Bachelor of Arts degree in Economics from the University of Wisconsin System in 2010. His professional background includes roles at Nestle, Vanguard, and Northwestern Mutual before becoming a financial advisor. He holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert is actively involved in his community, serving as Vice President of the Genoa City Lions Club and participating in various service projects. In his personal time, he enjoys outdoor activities such as golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog.
Series 66
Muskego, WI
Edward Jones
Series 63, Series 65
Burlington, WI
Edward Jones
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