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Travis G
Series 66
Viroqua, WI
Harbour Investments, Inc.
Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.
Beau S
Series 63, Series 65
Viroqua, WI
Harbour Investments, Inc.
Beau Schroeder is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and Sleepy Hollow Chevrolet Buick GMC. Schroeder serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to adviser and client preferences.
Aaron C
CFP®, Series 63, Series 66
Viroqua, WI
Harbour Investments, Inc.
Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. 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.
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