Bruce
Patterson

Harbour Investments, Inc

CRD#837338
Investment Advisor
in Fort Wayne, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bruce Patterson is a financial advisor based in Fort Wayne, Indiana, working with Harbour Investments, Inc. Bruce has previously held positions at Security Life Of Denver, Security Life Of Denver Insurance Company, Fintegra, LLC, Compass Financial Advisors, Securities America, Inc, Churubusco High School, Venture Wealth Advisors, and Harbour Investments, Inc. Bruce has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Bruce is part of Harbour Investments, Inc, which operates out of Fort Wayne, Indiana. 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, Chartered Financial Consultant

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

9921 Dupont Circle Dr W Suite 300
Fort Wayne, IN 46825

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

IN Average: 43
Total Number of Accounts

33,564

IN Average: 1,898
Average Account Size

$181,798

IN Average: $1,489,234

Investment Advisory Services

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

Bruce Patterson Work History

2020 - Present (4 years)

Venture Wealth Advisors

2016 - Present (8 years)

Churubusco High School

2016 - Present (8 years)

Harbour Investments, Inc

2015 - 2016 (1 year)

Securities America, Inc

2007 - 2015 (8 years)

Fintegra, LLC

2007 - 2020 (13 years)

Compass Financial Advisors

1988 - 2015 (27 years)

Security Life Of Denver Insurance Compan

1980 - 2015 (35 years)

Security Life Of Denver

Disclosures

Please visit the SEC profile of Bruce Patterson 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

Nathan Littrell
Lake Mills, WI
Kyle Pahnke
Middleton, WI
Stuart Friberg
Menomonee Falls, WI
Lucas Kane
West Des Moines, IA
Steven Ratajczak
Oostburg, WI
Royce Kurtz
Madison, WI
Brian Crispigna
Green Bay, WI
Rebecca Artz
Richland, MI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started