Stevens Point, 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
5424 Hwy 10 East, Suite J
Stevens Point WI 54482
Advisors at this office
2
Advisors at this office
Ryan H
Series 66
Stevens Point, WI
Harbour Investments, Inc.
Ryan Hinner is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Practical Retirement Planning and Stevens Point Area Public Schools. Outside of finance, Hinner competes as a race car driver during the racing season and assists with food plot and hunting property maintenance. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through in-house and third-party managers.
Robert B
Series 63, Series 65
Stevens Point, WI
Harbour Investments, Inc.
Robert Berg is a financial advisor with Harbour Investments, Inc. in Stevens Point, WI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Harbour Investments since 1992 and also operates Practical Retirement Planning. Berg is an independent insurance agent with activities that may include 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 mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.
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