Marshfield, WI 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
119 W Upham Street
Marshfield WI 54449
Advisors at this office
2
Advisors at this office
Chris N
Series 63, Series 65
Marshfield, WI
Harbour Investments, Inc.
Chris Neufeld is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Neufeld has worked at Harbour Investments and Neufeld Capital Management since 1996 and was previously associated with Focused Tax Solutions for nine years. He is also an independent insurance agent, which may include equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.
Hayley S
Series 66
Marshfield, WI
Harbour Investments, Inc.
Hayley Scheppler is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Neufeld Capital Management and Guiding Hand. Outside of her advisory role, she manages rental properties for her fiancé's business. 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 portfolio management and financial planning services with multiple investment approaches employed by individual advisors and third-party managers.
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