Green Bay, WI Riverside Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Harbour Investments, Inc.
Multi-team
Firm-wide stats for Harbour Investments, Inc.
About
Harbour serves a broad mix of individual clients (including non‑HNW and high‑net‑worth), trusts, pension and 401(k) plans, and other institutional and corporate entities. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consultation, wrap‑fee programs, third‑party manager relationships, and participant (held‑away) account management.
Investment approach and implementation vary by adviser and manager: individual IARs may use fundamental or technical analysis while Harbour’s approved third‑party managers employ a range of approaches (including modeling, macroeconomic analysis, and modern portfolio theory). Accounts are monitored on an ongoing basis with formal reviews at least annually, and clients can access multiple execution pathways including wrap programs, third‑party manager platforms, and Harbour’s traded‑model platform offered to advisors.
Harbour also operates as a FINRA‑registered broker‑dealer and discloses that many IARs are dually registered, so the firm both sells commission‑based products and provides advisory services; it also receives 12b‑1 and other sponsor compensation and details those arrangements and related conflicts in its brochure. The firm’s regulatory history includes an SEC consent order addressing marketing agreement compensation and disclosures, which the firm discloses and incorporates into its conflict‑of‑interest discussions.
Based on Harbour Investments, Inc.
Location
2301 Riverside Dr, Suite 2
Green Bay WI 54301
Advisors at this office
2
Advisors at this office
Justin M
Series 66
Green Bay, WI
Harbour Investments, Inc.
Justin Manning is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Schneider National. In addition to his advisory role, he is an independent insurance agent. 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 offers customized portfolio management using a variety of investment vehicles and employs both fundamental and technical analysis in its strategies.
John W
ChFC®, Series 63, Series 65
Green Bay, WI
Harbour Investments, Inc.
John Wheeler is a financial advisor at Harbour Investments, Inc. in Green Bay, WI, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 37 years of industry experience, including 14 years with Harbour Investments and over four decades with John Patrick Planning Group, where he also operates as an independent insurance agent. Outside of financial advising, he has worked as an independent contractor for Lyft. Harbour Investments serves a diverse client base, including individuals across wealth levels, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and providing clients access to multiple execution platforms.
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