Lucian
Harbar

Spectrum Financial Resources

CRD#5053871
Investment Advisor
in Saint Clair Shores, MI

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About this Advisor

Lucian Harbar is a financial advisor based in Saint Clair Shores, Michigan, working with Spectrum Financial Resources. Lucian has previously held positions at Bunch Tax Service, Securities America, Inc, Securities America Advisors, Inc, Lucian Harbar Independent Insurance, Spectrum Financial, Spectrum Financial Resources, and 22611 Mack Ave LLC. Lucian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Lucian is part of Spectrum Financial Resources, which operates out of Saint Clair Shores, Michigan. The firm has 2 offices and 6 employees. The firm manages assets totaling $197.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Spectrum Financial Resources includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

22611 Greater Mack Ave.
Saint Clair Shores, MI 48080

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Spectrum Financial Resources Brokerage Details

Total Assets Under Management

$197,393,287

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

1,046

MI Average: 1,586
Average Account Size

$188,713

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Lucian Harbar Work History

2021 - Present (3 years)

22611 Mack Ave LLC

2019 - Present (5 years)

Spectrum Financial Resources

2017 - Present (7 years)

Lucian Harbar Independent Insurance

2017 - Present (7 years)

Spectrum Financial

2003 - Present (21 years)

Bunch Tax Service

2010 - 2017 (7 years)

Securities America, Inc

2010 - 2017 (7 years)

Securities America Advisors, Inc

Disclosures

Please visit the SEC profile of Lucian Harbar 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 Spectrum Financial Resources

Nicholas Loberg
Troy, MI
Kevin Mcmillan
Grosse Pointe, MI
James Williams
Saint Clair Shores, MI
Daniel Hoban
Troy, MI
Lucian Harbar
Saint Clair Shores, MI
David Laidlaw
Troy, MI

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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