Walter
Roderer

Harbour Investments, Inc

CRD#1470148
Investment Advisor
in Dayton, OH

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About this Advisor

Walter Roderer is a financial advisor operating out of Dayton, Ohio with 12 years of industry experience. Roderer works at Harbour Investments, Inc. During their career, the advisor has held roles at Harbour Investments, Inc and Roderer Financial Group. Roderer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Harbour Investments, Inc is a financial advisory firm based in Madison, WI. The firm has offices in 160 locations and a total of 219 financial advisors. It administers $5 billion in total assets among its 28,573 accounts, making it one of the largest firms in the country by assets under management. The firm advises 59 charitable organizations. Of its 28,573 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically are based on the type of financial services. However, fees charged by Harbour Investments, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

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

245 W. Elmwood Dr Suite 115
Dayton, OH 45459

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$4,468,811,819

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

219

OH Average: 43
Total Number of Accounts

28,573

OH Average: 1,898
Average Account Size

$156,400

OH Average: $1,489,234

Investment Advisory Services

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

Walter Roderer Work History

Walter has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Harbour Investments, Inc

2011 - Present (13 years)

Roderer Financial Group

*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 Walter Roderer 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

Gregory Volitich
Carnegie, PA
Nathan Littrell
Lake Mills, WI
Taylor Robson
Madison, WI
Janessa Price
Neenah, WI
Michael Fishman-Salnick
Milwaukee, WI
Joshua Ryan
Roscoe, IL
Bailey Davis
West Des Moines, IA
David Nelson
Edmonds, WA

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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