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.
Location
Cedar Grove, WI 53013
Credentials
Series 63, Series 66
Industry experience
30 years
Steven Klescewski is a financial advisor with Harbour Investments, Inc. and Oostburg Financial Services in Cedar Grove, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at both firms since 2007. Outside of his advisory role, he serves as a fill-in pulpit supply for various churches. 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 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.
10 Phoenix Ave
Cedar Grove, WI 53013
Wisconsin
Oostburg Financial Services
2007 - Present (19 years)
Harbour Investments, Inc.
2007 - Present (19 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 65
Adell, WI
Luedtke & Associates
Cari Domask is a financial advisor at Luedtke & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a passive owner of Beechwood Financial Services. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, third-party asset manager selection, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, primarily on a discretionary basis, and employs third-party strategists and platforms to implement and rebalance investment strategies.
Series 63, Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.
Series 63, Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.
Series 63, Series 65
Adell, WI
Luedtke & Associates
Austin Luedtke is a financial advisor with Luedtke & Associates, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, he is the owner of A6, LLC, an entity created to hold trademarks, and The Ace Unlimited, which generates sharecropping income. Luedtke & Associates serves individuals, businesses, and retirement plans by offering portfolio management, financial planning, and ERISA plan advisory services. The firm provides discretionary management using third-party strategists and model portfolios, managing approximately $248 million in assets across about 470 client accounts.
Series 65
Belgium, WI
Plus Group Wealth Advisors, LLC
Matthew Dirkse is a financial advisor with Plus Group Wealth Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry, having joined Plus Group Wealth Advisors in 2025. Prior to this, he worked at Whistling Straits and held roles in education and retail. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios to clients’ goals, time horizons, and risk tolerances.
Series 63, Series 65
Adell, WI
Luedtke & Associates
Robert Luedtke II is the sole advisor at Luedtke & Associates, holding Series 63 and Series 65 designations with 38 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company. Outside of advising, he has been involved in fixed insurance sales and has co-ownership interests in farming land. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, emphasizing discretionary management supported by third-party strategists and model portfolios.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
