Blane
Heisler
Harbour Investments, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
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.*
Harbour Investments, Inc
Diversified Financial Advisors
Jackson National Life Distributors LLC
Harbour Investments
Diversified Financial Advisors
Olivet College
Cottage Inn Pizza
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.
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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.
