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Kim W
Series 63, Series 66
Cassopolis, MI
Harbour Investments, Inc.
Kim Wooden is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour since 2016, following five years at Compass Financial Advisors. Outside of advisory work, she is a part-time adjunct professor at Indiana University South Bend, teaching macro and microeconomics, and serves on the university's Senate Executive Committee. She also owns Wooden Accounting and has experience as an independent insurance agent. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of investment management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser preferences.
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