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
Series 66
Experience Industry experience
3 years
Location
New Castle, IN 47362
Harbour Investments, Inc.
Multi-team
Amanda Norris is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked in education at Rushville Consolidated Schools and Shelbyville Central Schools. Outside of advising, she is an independent insurance agent affiliated with Norris Insurance Agency and Ted Norris Agency. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment vehicles, 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.
New Castle, IN
710 S. 14th Street
New Castle IN 47362
Advisors at this office
1
Indiana
3 years of industry experience
Ted Norris Agency
2023 - Present • 3 years
New Castle, IN
Harbour Investments, Inc
2023 - Present • 3 years
Madison, WI
Norris Insurance Agency
2022 - Present • 4 years
New Castle, IN
Shelbyville Central Schools
2018 - 2023 • 5 years
Shelbyville, IN
Rushville Consolidated Schools
2013 - 2018 • 5 years
Rushville, IN
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
New Castle, IN
Scott Clampitt, Registered Investment Advisor
Scott Clampitt is the sole advisor at Scott Clampitt, Registered Investment Advisor, located in New Castle, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to founding his independent firm in 2012, he worked with Highland Financial Management, American Equity Investment Corp, and Comprehensive Financial Consultants Institutional. His firm provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and corporate entities. The firm employs a long-term investment strategy incorporating both fundamental and technical analysis, developing Investment Policy Statements and conducting regular account reviews.
CFP®, Series 63, Series 65
New Castle, IN
Lifecare Retirement Solutions Inc.
Richard Graham is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at LifeCare Retirement Solutions Inc. His prior roles include positions at Gradient Advisors, LLC and Vantage Advisors LLC. Outside of financial advising, he operates a crayfish hatchery business serving the restaurant industry. LifeCare Retirement Solutions is an independent advisory practice focused on retirement-related financial planning and consulting for individual clients. The firm provides comprehensive planning services and refers clients to third-party money managers for investment management, maintaining ongoing oversight and client liaison functions.
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Vicki Kelsey is a financial advisor at Parkwoods Wealth Partners, LLC with 18 years of industry experience. She holds a Series 65 credential and has worked at Shoreline Asset Management, LLC and Shore & Company, P.C. She also operates Kelsey Accounting & Tax, a tax and accounting consulting firm, and serves as Director of Estates & Trusts at Shore & Company, P.C. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
PFS™, Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ and Series 65 designations. He is also co-owner of Shore & Company, P.C., an accounting practice in New Castle, Indiana, where he has been involved since 2001. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm’s investment approach is grounded in Modern Portfolio Theory and efficient-market principles, emphasizing diversified allocations and disciplined portfolio management.
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential. He has industry experience beginning in 2025 and previously worked at Shore & Company, P.C. and Whitinger & Company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing diversified allocations primarily in mutual funds, ETFs, and fixed-income ladders.
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Dustin Vincent is a financial advisor with Parkwoods Wealth Partners, LLC, holding a Series 65 designation and currently based in New Castle, Indiana. He has seven years of experience, including time at Brady Ware and a background with Focal Point Business Coaching and Greenville University. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations in mutual funds, ETFs, and fixed-income ladders, and extends its capabilities through an affiliation with an accounting firm, an educational media offering, and a packaged employee financial-wellness program.
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