Rockford, IL N. First Street Office

Team
Updated today

Client AUM

$9,245,270,876

Clients

29,827

Advisors

2

Of 246 advisors across 129 offices

Location

318 N. First Street

Rockford IL 61107

Advisors at this office

2

Advisors at this office

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Erik Z

Series 63, Series 65

Rockford, IL

Harbour Investments, Inc.

Erik Zuberbuhler is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harbour Investments since 2019. Outside of his advisory role, he established an LLC intended to purchase a property for use as a workshop. 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 advisers and third-party managers.

Annuities Options & derivatives strategies
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Rodelle Z

Series 66

Rockford, IL

Harbour Investments, Inc.

Rodelle Zuberbuhler is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at both Integrity Investments and Harbour Investments since 2007. In addition to her advisory role, she is an independent insurance agent specializing 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 strategies using various investment instruments and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
View complete list of advisors at this office
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