Connor
Bauserman

Harbour Investments, Inc

CRD#6285911
Investment Advisor
in Battle Creek, MI

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About this Advisor

Connor Bauserman is a chartered financial consultant who works out of Battle Creek, Michigan, who has 3 years of industry experience. Bauserman works at Harbour Investments, Inc. Throughout their career, they have worked at Gasaway Investment Advisors, Inc, Olivet College, Harper Creek Public Schools, Bishop Construction, Principal Financial, Harbour Investments, Inc and Select Financial Group LLC. Bauserman maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Harbour Investments, Inc is a financial advisory firm that has its headquarters in Madison, WI. It has offices in 160 locations and a total of 219 advisors. It handles $5 billion in total assets between its 28,573 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 59 charitable organizations. Of its 28,573 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the financial services. Fees billed by Harbour Investments, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years Registered*

3 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

15 Capital Ave Ne Suite 104
Battle Creek, MI 49017

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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

Connor Bauserman Work History

Connor has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Harbour Investments, Inc

2020 - Present (4 years)

Select Financial Group LLC

2017 - 2020 (3 years)

Gasaway Investment Advisors, Inc

2015 - 2015 (< 1 year)

Gasaway Investment Advisors, Inc

2014 - 2017 (3 years)

Olivet College

2014 - 2014 (< 1 year)

Principal Financial

2013 - 2017 (4 years)

Olivet College

2013 - 2013 (< 1 year)

Bishop Construction

2000 - 2013 (13 years)

Harper Creek Public Schools

*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 Connor Bauserman 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

Taylor Robson
Madison, WI
Joshua Ryan
Roscoe, IL
Carrie Desjardins
Kalamazoo, MI
Gregory Volitich
Carnegie, PA
Michael Fishman-Salnick
Milwaukee, WI
Kimberly Schreiber
Milwaukee, WI
Nathan Littrell
Lake Mills, WI
Bailey Davis
West Des Moines, IA

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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