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Matthew N

Series 66

La Crosse, WI

Harbour Investments, Inc.

Matthew Nelson is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Harbour Investments since 2009 and also operates Nelson Financial Services and Nelson & Associates, CPA Firm, where he is a shareholder. Outside of his advisory roles, Nelson serves as treasurer for the Holmen Booster Club and works as a part-time golf coach for the Holmen School District. 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 utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Jennifer J

Series 66

La Crosse, WI

Harbour Investments, Inc.

Jennifer Johnson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds the Series 66 designation and has been associated with Nelson & Associates, a CPA firm where she is a shareholder. Johnson also serves as a director for the Mary M Westlud Family Foundation, a nonprofit organization. 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, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Paul B

CFP®, ChFC®, Series 63, Series 65

La Crosse, WI

Harbour Investments, Inc.

Paul Block is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Harbour Investments since 2005 and also operates Block Financial LLC, which he founded in 2002. Outside of his advisory role, he is an independent insurance agent involved in equity-indexed annuities. 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.

Annuities Options & derivatives strategies
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