Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

David P

CFP®, Series 63, Series 66

Grafton, WI

Harbour Investments, Inc.

David Pagel is a CFP® professional with 10 years of industry experience, currently serving at Harbour Investments, Inc. and Pagel Wealth Management since 2021. His prior experience includes roles at Pagel Financial Group and R.M. Stark & Co, Inc. He also operates a professional photography business specializing in landscape photos. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing a range of strategies including fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs, fixed income, annuities, and other instruments.

Annuities Options & derivatives strategies
user avatar
firm logo

David P

CFP®, Series 63

Grafton, WI

Harbour Investments, Inc.

David Pagel is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Harbour Investments, Inc. and Pagel Wealth Management, having previously worked at R.M. Stark & Co., Inc. and operated Pagel Financial Group since 1991. Outside of advisory roles, he serves as a commissioner for the Cedarburg Light and Water Utility Co. and is involved in various fiduciary and trustee responsibilities, including managing family trusts and an endowment trust. Harbour Investments serves a diverse client base including individual investors, trusts, and institutional entities, offering portfolio management, financial planning, and multiple execution platforms tailored to different investment approaches.

Annuities Options & derivatives strategies
Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")