Joel
Radakovitz

Harbour Investments, Inc

CRD#1395436
Investment Advisor
in Machesney Park, IL

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About this Advisor

Joel Radakovitz is a financial advisor based in Machesney Park, Illinois, working with Harbour Investments, Inc. Joel has previously held positions at The Pension Specialists LTD, Harbour Investments, Inc, Retirement Investor Services, Usretirement Plan Portfolio Advisors, LLC, Fiduciary Advisor Systems LLC, Exult Wealth LLC, Tps Building LLC, and Exult Securities. Joel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Joel is part of Harbour Investments, Inc, which operates out of Machesney Park, Illinois. The firm has 140 offices and 228 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Harbour Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions

Office Location

10501 North 2Nd Street
Machesney Park, IL 61115

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

IL Average: $2,826,565,184
Total Number of Employees

228

IL Average: 43
Total Number of Accounts

33,564

IL Average: 1,898
Average Account Size

$181,798

IL Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joel Radakovitz Work History

2015 - Present (10 years)

Exult Wealth LLC

2015 - Present (10 years)

Exult Securities

2008 - Present (17 years)

Fiduciary Advisor Systems LLC

2008 - Present (17 years)

Tps Building LLC

1998 - Present (27 years)

Harbour Investments, Inc

1988 - Present (37 years)

The Pension Specialists LTD

2008 - 2015 (7 years)

Usretirement Plan Portfolio Advisors, LLC

1999 - 2015 (16 years)

Retirement Investor Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joel Radakovitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harbour Investments, Inc

Royce Kurtz
Madison, WI
Kyle Pahnke
Middleton, WI
Steven Ratajczak
Oostburg, WI
Lucas Kane
West Des Moines, IA
Michael Dellolio
Madison, WI
Clayton Tyree
Elm Grove, WI
Stuart Friberg
Menomonee Falls, WI
Todd Mccaffray
Edmonds, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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