Mary
Sommers Carden

Harbour Investments, Inc

CRD#2657315
Investment Advisor
in Kokomo, IN

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About this Advisor

Mary Sommers Carden is a financial advisor based in Kokomo, Indiana, working with Harbour Investments, Inc. Mary has previously held positions at Financial Solutions And Investments, Sagepoint Financial, and Harbour Investments, Inc. Mary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Mary is part of Harbour Investments, Inc, which operates out of Kokomo, 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 66

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

1608 E Hoffer St
Kokomo, IN 46902

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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

Mary Sommers Carden Work History

2016 - Present (8 years)

Harbour Investments, Inc

2005 - Present (19 years)

Financial Solutions And Investments

2011 - 2016 (5 years)

Sagepoint Financial

Disclosures

Please visit the SEC profile of Mary Sommers Carden 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
Rebecca Artz
Richland, MI
Brian Crispigna
Green Bay, WI
Lucas Kane
West Des Moines, IA
Steven Ratajczak
Oostburg, WI
Royce Kurtz
Madison, WI
Jacob Rosemeyer
Platteville, WI
Kyle Pahnke
Middleton, 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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