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
Marshfield, WI 54449
Credentials
Series 66
Industry experience
1 year
Hayley Scheppler is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and has prior experience at Neufeld Capital Management and Guiding Hand. Outside of her advisory role, she manages rental properties for a family business. Harbour Investments provides investment advisory and financial planning services to individual and institutional clients, employing both fundamental and technical analysis to create customized strategies across various investment vehicles.
Based on Harbour Investments, Inc.
Based on Harbour Investments, Inc.
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
119 W Upham Street
Marshfield, WI 54449
Wisconsin
Harbour Investments, Inc
2024 - Present (2 years)
Neufeld Capital Management
2023 - Present (3 years)
Guiding Hand
2022 - 2023 (1 year)
Marshfield Area Respite Care
2021 - 2023 (2 years)
Stoney River
2019 - 2023 (4 years)
Marshfield Medical Center
2019 - 2020 (1 year)
Serenity Living
2018 - 2018 (1 year)
Miller Alternative Care
2018 - 2018 (1 year)
TARGET
2017 - 2018 (1 year)
Jcpenney
2016 - 2017 (1 year)
Shopko
2016 - 2016 (1 year)
Spencer High School
2014 - 2018 (4 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 63, Series 66
Marshfield, WI
Retirement Wealth Solutions LLC
Series 65
Marshfield, WI
Retirement Wealth Solutions LLC
CFP®, ChFC®, Series 63
Marshfield, WI
Retirement Wealth Solutions LLC
Series 63, Series 65
Marshfield, WI
Harbour Investments, Inc.
Series 63, Series 66
Marshfield, WI
OSAIC
Series 63
Marshfield, WI
Edward Jones
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