Harbour Investments, Inc

Investment Advisor
in Kalamazoo, MI

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About this Advisor

Carrie Desjardins is a financial advisor based in Kalamazoo, Michigan who has 6 years of relevant experience. Desjardins is on the advisory team at Harbour Investments, Inc. Throughout their career, they have worked at Berkshire Hathaway Home Services Ysu Realty, Zhang Financial, Burnham & Flower Agency and Harbour Investments, Inc. Desjardins holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Harbour Investments, Inc is a firm operating out of Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 financial advisors. It handles $5 billion in assets under management between its 28,573 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 59 charities and foundations. Of its 28,573 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Harbour Investments, Inc most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

315 South Kalamazoo Mall
Kalamazoo, MI 49007

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management


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


MI Average: 43
Total Number of Accounts


MI Average: 1,898
Average Account Size


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

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

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

*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.


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

Michael Fishman-Salnick
Milwaukee, WI
Keith Wicklund
Roscoe, IL
Bailey Davis
West Des Moines, IA
Gregory Volitich
Carnegie, PA
Todd Mccaffray
Edmonds, WA
Carrie Desjardins
Kalamazoo, MI
Nathan Littrell
Lake Mills, WI
Jill Sommers
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

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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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