Kenneth
Rumbaugh

Harbour Investments, Inc

CRD#1364691
Investment Advisor
in Lima, OH

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About this Advisor

Kenneth Rumbaugh is a financial advisor based in Lima, Ohio, working with Harbour Investments, Inc. Kenneth has previously held positions at Professional Business Network Inc, Harbour Investments, Inc, and Ken Rumbaugh Inc. Kenneth has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Kenneth is part of Harbour Investments, Inc, which operates out of Lima, Ohio. The firm has 140 offices and 228 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Harbour Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

1727 Allentown Rd
Lima, OH 45805

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

OH Average: 43
Total Number of Accounts

33,564

OH Average: 1,898
Average Account Size

$181,798

OH Average: $1,489,234

Investment Advisory Services

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

Kenneth Rumbaugh Work History

2003 - Present (21 years)

Harbour Investments, Inc

2003 - Present (21 years)

Ken Rumbaugh Inc

1989 - Present (35 years)

Professional Business Network Inc

Disclosures

Please visit the SEC profile of Kenneth Rumbaugh 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

Steven Ratajczak
Oostburg, WI
Kyle Pahnke
Middleton, WI
Andrew Salemme
Brookfield, WI
Lucas Kane
West Des Moines, IA
Royce Kurtz
Madison, WI
Rebecca Artz
Richland, MI
Jacob Rosemeyer
Platteville, WI
Michael Fishman-Salnick
Milwaukee, WI

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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