Carrie
Desjardins

Harbour Investments, Inc

CRD#5643302
Investment Advisor
in Kalamazoo, MI

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About this Advisor

Carrie Desjardins is a financial advisor based in Kalamazoo, Michigan, working with Harbour Investments, Inc. Carrie has previously held positions at Berkshire Hathaway Home Services Ysu Realty, Zhang Financial, Burnham & Flower Agency, and Harbour Investments, Inc. Carrie has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Carrie is part of Harbour Investments, Inc, which operates out of Kalamazoo, 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 66

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

315 South Kalamazoo Mall
Kalamazoo, MI 49007

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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

Carrie Desjardins Work History

2017 - Present (7 years)

Burnham & Flower Agency

2017 - Present (7 years)

Harbour Investments, Inc

2016 - 2017 (1 year)

Zhang Financial

2013 - 2015 (2 years)

Berkshire Hathaway Home Services Ysu Realty

Disclosures

Please visit the SEC profile of Carrie Desjardins 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

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