Bruce
Patterson

Harbour Investments, Inc

CRD#837338
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Bruce Patterson is a chartered financial consultant who works out of Fort Wayne, Indiana with 3 years of industry experience. Patterson currently works for Harbour Investments, Inc. Their career trajectory has included roles at Security Life Of Denver, Security Life Of Denver Insurance Compan, Fintegra, LLC, Compass Financial Advisors, Securities America, Inc, Churubusco High School, Venture Wealth Advisors and Harbour Investments, Inc. Patterson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Harbour Investments, Inc is a business operating out of Madison, WI. It has offices in 160 locations and a total of 219 people on staff. It controls $5 billion in assets under management among its 28,573 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 28,573 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Harbour Investments, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

3 years

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

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$4,468,811,819

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

219

IN Average: 43
Total Number of Accounts

28,573

IN Average: 1,898
Average Account Size

$156,400

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

Bruce has been registered as a financial advisor for 3 years.*

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

*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 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

Keith Wicklund
Roscoe, IL
Kimberly Schreiber
Milwaukee, WI
Jill Sommers
Madison, WI
Bailey Davis
West Des Moines, IA
Michael Fishman-Salnick
Milwaukee, WI
Taylor Robson
Madison, WI
Nathan Littrell
Lake Mills, WI
Gregory Volitich
Carnegie, PA

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.

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