Carol
Fasbender

Harbour Investments, Inc

CRD#1453739
Investment Advisor
in Saint Joseph, MI

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About this Advisor

Carol Fasbender is a financial advisor based in Saint Joseph, Michigan, working with Harbour Investments, Inc. Carol has previously held positions at Harbour Investments Inc and Your Center For Investments. Carol has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Carol is part of Harbour Investments, Inc, which operates out of Saint Joseph, Michigan. 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, 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

620 Broad Street Suite 103
Saint Joseph, MI 49085

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

MI Average: 43
Total Number of Accounts

33,564

MI Average: 1,898
Average Account Size

$181,798

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

2000 - Present (24 years)

Harbour Investments Inc

2000 - Present (24 years)

Your Center For Investments

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

Kyle Pahnke
Middleton, WI
Michael Fishman-Salnick
Milwaukee, WI
Rebecca Artz
Richland, MI
Lucas Kane
West Des Moines, IA
Michael Dellolio
Madison, WI
Clayton Tyree
Elm Grove, WI
Steven Ratajczak
Oostburg, WI
Royce Kurtz
Madison, 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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