Blane
Heisler

Harbour Investments, Inc

CRD#6345261
Investment Advisor
in Battle Creek, MI

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About this Advisor

Blane Heisler is a certified financial planner operating out of Battle Creek, Michigan with 2 years of relevant experience. Heisler is an employee of Harbour Investments, Inc. Heisler has gained experience at Diversified Financial Advisors, Harbour Investments, Cottage Inn Pizza, Olivet College, Charlotte School District, Jackson National Life Distributors LLC and Harbour Investments, Inc. Heisler holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Harbour Investments, Inc is a firm headquartered in Madison, WI. It has offices in 160 locations and a total of 219 employees. It has $5 billion in total assets among its 28,573 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 59 charitable organizations. Of its 28,573 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. However, fee types billed by Harbour Investments, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

15 Capital Ave Ne Suite 104
Battle Creek, MI 49017

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$4,468,811,819

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

219

MI Average: 43
Total Number of Accounts

28,573

MI Average: 1,898
Average Account Size

$156,400

MI Average: $1,489,234

Investment Advisory Services

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

Blane Heisler Work History

Blane has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Harbour Investments, Inc

2021 - Present (3 years)

Diversified Financial Advisors

2017 - 2021 (4 years)

Jackson National Life Distributors LLC

2015 - 2017 (2 years)

Harbour Investments

2014 - 2017 (3 years)

Diversified Financial Advisors

2013 - 2017 (4 years)

Olivet College

2012 - 2014 (2 years)

Cottage Inn Pizza

2004 - 2013 (9 years)

Charlotte School District

*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 Blane Heisler 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

Taylor Robson
Madison, WI
Janessa Price
Neenah, WI
Michael Fishman-Salnick
Milwaukee, WI
Bailey Davis
West Des Moines, IA
Carrie Desjardins
Kalamazoo, MI
David Nelson
Edmonds, WA
Todd Mccaffray
Edmonds, WA
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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