Kendra
Erkamaa

Harbour Investments, Inc

CRD#4856375
Investment Advisor
in West Des Moines, IA

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About this Advisor

Kendra Erkamaa is a financial advisor based in West Des Moines, Iowa, working with Harbour Investments, Inc. Kendra has previously held positions at Harbour Investments, Inc, Triangle Financial Services, Inc, and Community Educators. Kendra has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Kendra is part of Harbour Investments, Inc, which operates out of West Des Moines, Iowa. 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, CERTIFIED FINANCIAL PLANNER™

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

2600 Westown Parkway Suite 102
West Des Moines, IA 50266

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

IA Average: 43
Total Number of Accounts

33,564

IA Average: 1,898
Average Account Size

$181,798

IA Average: $1,489,234

Investment Advisory Services

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

Kendra Erkamaa Work History

2014 - Present (10 years)

Community Educators

2005 - Present (19 years)

Harbour Investments, Inc

2004 - Present (20 years)

Triangle Financial Services, Inc

Disclosures

Please visit the SEC profile of Kendra Erkamaa 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

Andrew Salemme
Brookfield, WI
Tyler Johnson
Minneapolis, MN
Michael Fishman-Salnick
Milwaukee, WI
Lucas Kane
West Des Moines, IA
Brian Crispigna
Green Bay, WI
Stuart Friberg
Menomonee Falls, WI
Todd Mccaffray
Edmonds, WA
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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