Carol
Fasbender

Harbour Investments, Inc

CRD#1453739
Investment Advisor
in Saint Joseph, MI

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About this Advisor

Carol Fasbender is a certified financial planner based in Saint Joseph, Michigan who has 6 years of relevant experience. Fasbender is on the advisory team at Harbour Investments, Inc. Over the course of their career, they have held roles at Harbour Investments Inc and Your Center For Investments. Fasbender holds a Series 63 license, which qualifies them as a securities broker, and is registered to operate in Michigan. Harbour Investments, Inc is an advisory company that has its headquarters in Madison, WI. The firm has offices in 160 locations and a total of 219 advisors. It manages $5 billion in assets across its 28,573 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 59 charities and foundations. Of its 28,573 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. Harbour Investments, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the financial services. However, fee types billed by Harbour Investments, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

620 Broad Street Suite 103
Saint Joseph, MI 49085

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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

Carol Fasbender Work History

Carol has been registered as a financial advisor for 6 years.*

2000 - Present (24 years)

Harbour Investments Inc

2000 - Present (24 years)

Your Center For Investments

*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 Carol Fasbender 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

Joshua Ryan
Roscoe, IL
Gregory Volitich
Carnegie, PA
Michael Fishman-Salnick
Milwaukee, WI
Bailey Davis
West Des Moines, IA
Todd Mccaffray
Edmonds, WA
Keith Wicklund
Roscoe, IL
Carrie Desjardins
Kalamazoo, MI
Taylor Robson
Madison, WI

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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