Menomonee Falls, WI Office

Team
Updated today

Client AUM

$9,245,270,876

Clients

29,827

Advisors

5

Of 246 advisors across 129 offices

Location

N88 W16624 Appleton Ave, Suite 5

Menomonee Falls WI 53051

Advisors at this office

5

Advisors at this office

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Stuart F

Series 63, Series 65

Menomonee Falls, WI

Harbour Investments, Inc.

Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Annuities Options & derivatives strategies
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Emerson D

Series 63, Series 65

Menomonee Falls, WI

Harbour Investments, Inc.

Emerson Desjardins is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Harbour Investments, he worked at firms including Fisher Investments, Empower Advisory Group, and USAA. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to advisor and client preferences.

Annuities Options & derivatives strategies
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Earl G

CFP®, Series 63, Series 65

Menomonee Falls, WI

Harbour Investments, Inc.

Earl Gauger is a CFP® professional with 28 years of industry experience, currently serving at Harbour Investments, Inc. He has worked at Harbour Investments and E Retirement Consulting since 2010. Outside of his advisory role, he is president of the Wisconsin Financial Literacy Foundation and serves on the advisory board for the University of Wisconsin Whitewater. 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 develop customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Micah H

Series 66

Menomonee Falls, WI

Harbour Investments, Inc.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. 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, employing various investment approaches tailored by individual advisors and approved third-party managers.

Annuities Options & derivatives strategies
user avatar

Sameer C

Series 66

Menomonee Falls, WI

Harbour Investments, Inc.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. 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, utilizing both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.

Annuities Options & derivatives strategies
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