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.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
27 years
Location
Viroqua, WI 54665
Harbour Investments, Inc.
Multi-team
Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.
Based on Harbour Investments, Inc.
Flat fees generally range between $200 to $2,500 depending on the scope of the plan, negotiable.
$0 - $5,000: No advisory fee assessed $5,000+: Negotiable, up to a maximum of 2.0% annually
Commission-based products are offered; fees on AUM may be waived for agreed periods after commission sales.
Hourly consultation fees generally range from $50 to $300 per hour, negotiable.
Harbour Traded Model Platform charges a 0.15% platform fee plus Advisor’s Fee up to 2.0%, with possible additional transaction fees.
Minimum fee: Accounts with values under $5,000 at Pershing Advisor Solutions and/or Charles Schwab do not pay advisory fees. Service fees may be higher for accounts under $25,000. Fee-only: Negotiable hourly fees generally range from $50 to $300 per hour; flat fees generally range from $200 to $2,500 depending on the scope of the plan.
Viroqua, WI
117 W Court St, Suite A
Viroqua WI 54665
Advisors at this office
3
Wisconsin
27 years of industry experience
Cade Financial Services
2011 - Present • 15 years
Viroqua, WI
Harbour Investments, Inc
2011 - Present • 15 years
Madison, WI
Investment Club
2005 - Present • 21 years
Viroqua, WI
Viroqua Jaycees
2004 - Present • 22 years
Viroqua, WI
Viroqua Partners
2004 - Present • 22 years
Viroqua, WI
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 65
Franklin, WI
Bluemound Asset Management, LLC
Kirk Spano is the principal of Bluemound Asset Management, LLC in Franklin, WI, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Bluemound since 2010. Spano is also a freelance columnist for financial publications including MarketWatch and Seeking Alpha, and he publishes an investment letter for self-directed investors through Kirk Spano Publishing. Bluemound Asset Management serves affluent individuals, high-net-worth clients, small businesses, and organizations, offering discretionary asset management, manager-of-managers selection, financial consulting, and retirement plan consulting. The firm employs a risk-managed investment approach that integrates secular trend analysis, fundamental research, and quantitative methods, and it provides customized portfolios including ETF allocations, growth and dividend strategies, and an option-based retirement income plan.
Series 65
Westby, WI
The Life Group Financial Services
Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.
Series 63, Series 66
Franklin, WI
Harbour Investments, Inc.
Jerome Jedynak Jr. is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Harbour Investments since 2008. He also owns and operates JMJ Retirement Solutions and works as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment platforms, utilizing a variety of analytical approaches tailored by individual advisers and third-party managers.
Series 63, Series 66
Chaseburg, WI
Inspire Advisors, LLC
Jeanne Foss is a financial advisor at Inspire Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also has a background in telecommunications engineering at Lumen Technologies. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, and other advisers. The firm incorporates Biblically Responsible Investing principles using proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.
Series 66
Viroqua, WI
Harbour Investments, Inc.
Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.
Series 63, Series 65
Viroqua, WI
Harbour Investments, Inc.
Beau Schroeder is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and Sleepy Hollow Chevrolet Buick GMC. Schroeder serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to adviser and client preferences.
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