Viroqua, 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
117 W Court St, Suite A
Viroqua WI 54665
Advisors at this office
3
Advisors at this office
Travis G
Series 66
Viroqua, WI
Harbour Investments, Inc.
Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. 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 using various investment approaches tailored by individual advisers and approved third-party managers.
Beau S
Series 63, Series 65
Viroqua, WI
Harbour Investments, Inc.
Beau Schroeder is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and Sleepy Hollow Chevrolet Buick GMC. Schroeder serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to adviser and client preferences.
Aaron C
CFP®, Series 63, Series 66
Viroqua, WI
Harbour Investments, Inc.
Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.
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