Matthew
Bayer
Harbour Investments, Inc
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About this Advisor
Matthew Bayer is a financial advisor based out of Dayton, Ohio with a total of 5 years of industry experience. Bayer currently works for Harbour Investments, Inc. The advisor has gained experience at Harbour Investments, Inc, Bmb Concepts LLC and Bayer Financial Group, LLC. Bayer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Harbour Investments, Inc is an advisory firm based in Madison, WI. It has offices in 160 locations and a total of 219 advisors. It oversees $5 billion in assets under management across its 28,573 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 59 charities and foundations. Of its 28,573 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. Harbour Investments, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which service is provided. Fee types billed by Harbour Investments, Inc can be comprised of some blend 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
Matthew Bayer Work History
Matthew has been registered as a financial advisor for 5 years.*
Bmb Concepts LLC
Harbour Investments, Inc
Bayer Financial Group, LLC
*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 Matthew Bayer 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
Neenah, WI
Roscoe, IL
Roscoe, IL
West Des Moines, IA
Edmonds, WA
Carnegie, PA
Lake Mills, WI
Milwaukee, WI
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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