Rachel
Hook

Harbour Investments, Inc

CRD#7150754
Investment Advisor
in Mchenry, IL

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About this Advisor

Rachel Hook is a financial advisor based in Mchenry, Illinois, working with Harbour Investments, Inc. Rachel has previously held positions at Beacon Wealth Advisors, LLC, Full Time Student, Crandall's Family Restaurant, Harvard State Bank, Lane Bryant, Subway, Beacon Insurance Advisors, LLC, General Motors, Gradient Securities, LLC, and Harbour Investments, Inc. Rachel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Rachel is part of Harbour Investments, Inc, which operates out of Mchenry, 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 65, Series 63

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

5435 Bull Valley Rd. Suite 224
Mchenry, IL 60050

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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

Rachel Hook Work History

2023 - Present (2 years)

Harbour Investments, Inc

2021 - Present (4 years)

Beacon Insurance Advisors, LLC

2020 - Present (5 years)

Beacon Wealth Advisors, LLC

2022 - 2023 (1 year)

Gradient Securities, LLC

2019 - 2020 (1 year)

Beacon Wealth Advisors, LLC

2018 - 2019 (1 year)

Lane Bryant

2017 - 2018 (1 year)

Crandall'S Family Restaurant

2017 - 2017 (< 1 year)

Harvard State Bank

2015 - 2016 (1 year)

General Motors

2014 - 2015 (1 year)

Crandall'S Family Restaurant

2013 - 2015 (2 years)

Subway

2010 - 2018 (8 years)

Full Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rachel Hook 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

Kyle Pahnke
Middleton, WI
Tyler Johnson
Minneapolis, MN
Steven Ratajczak
Oostburg, WI
Lucas Kane
West Des Moines, IA
Clayton Tyree
Elm Grove, WI
Stuart Friberg
Menomonee Falls, WI
Royce Kurtz
Madison, WI
Andrew Salemme
Brookfield, WI

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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