Joseph
Yard
Harbour Investments, Inc
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About this Advisor
Joseph Yard is a certified financial planner who works in Maple Grove, Minnesota who has 5 years of relevant experience. Yard is an employee of Harbour Investments, Inc. Over the course of their career, Yard has held roles at Integrity Financial Group Inc, Harbour Investments, Inc and Vive. Yard maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Harbour Investments, Inc is a business operating out of Madison, WI. The company has offices in 160 locations and a total of 219 people on staff. It has $5 billion in assets among its 28,573 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 59 charitable organizations. Of its 28,573 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. Harbour Investments, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on which services are provided. Fee types billed by Harbour Investments, Inc can be comprised of 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
Joseph Yard Work History
Joseph has been registered as a financial advisor for 5 years.*
Vive
Harbour Investments, Inc
Integrity Financial Group 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 Joseph Yard 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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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.
