Stoughton, WI S. Forrest St. 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
214 S. Forrest St., Suite 8
Stoughton WI 53589
Advisors at this office
2
Advisors at this office
Joseph C
Series 63, Series 65
Stoughton, WI
Harbour Investments, Inc.
Joseph Coleman is a financial advisor with Harbour Investments, Inc. in Stoughton, WI, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of advising, he is engaged in office cleaning services on a limited basis. Harbour Investments serves a broad range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to various investment platforms and third-party managers, employing diverse investment approaches tailored by individual advisors and managers.
Carina M
CFP®, Series 63, Series 65
Stoughton, WI
Harbour Investments, Inc.
Carina Moreland is a CFP® professional at Harbour Investments, Inc. with 15 years of industry experience. She previously worked at LPL Financial and McFarland State Bank. Outside of financial advising, she is involved in Fosdal Bakery, LLC, a business she has been part of for ten years. Harbour Investments serves a diverse range of clients, including individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and advisory services tailored to different investment approaches, with ongoing account monitoring and multiple execution options.
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