Brock
Weaver
Harbour Investments, Inc
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About this Advisor
Brock Weaver is a certified financial planner who works in Elkhart, Indiana who has 8 years of industry experience. Weaver is an advisor for Harbour Investments, Inc. The advisor has gained experience at Loucks & Weaver Financial, Inc, Loucks & Weaver Cpa, Cambridge Investment Research, Inc and Harbour Investments, Inc. Weaver maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Harbour Investments, Inc is a company operating out of Madison, WI. It has offices in 160 locations and a total of 219 financial advisors. It administers $5 billion in total assets between its 28,573 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 59 charities and foundations. Of its 28,573 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. Harbour Investments, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. However, fees charged by Harbour Investments, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brock Weaver Work History
Brock has been registered as a financial advisor for 8 years.*
Harbour Investments, Inc
Loucks & Weaver Cpa
Loucks & Weaver Financial, Inc
Cambridge Investment Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brock Weaver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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.
