Laura
Woloson
Harbour Investments, Inc
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About this Advisor
Laura Woloson is a financial advisor based in Clarkston, Michigan, who has 7 years of industry experience. Woloson is an advisor for Harbour Investments, Inc. Throughout their career, Woloson has worked at Security Financial Management, Inc, Vsr Financial Services, Inc, Woloson Financial Management and Harbour Investments. Woloson 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 registered investment business operating out of Madison, WI. The company has offices in 160 locations and a total of 219 advisors. It controls $5 billion in assets under management among its 28,573 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 59 charities and foundations. Of its 28,573 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Harbour Investments, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the type of services. However, fees billed by Harbour Investments, Inc can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Laura Woloson Work History
Laura has been registered as a financial advisor for 7 years.*
Woloson Financial Management
Harbour Investments
Vsr Financial Services, Inc
Security Financial Management, Inc
*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 Laura Woloson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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