Pamela
Ahlers
Harbour Investments, Inc
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About this Advisor
Pamela Ahlers is a certified financial planner working in Houston, Texas who has 11 years of relevant experience. Ahlers is an advisor for Harbour Investments, Inc. Ahlers has gained experience at Ahlers & Stoll Cpa'S and Harbour Investments Inc. Ahlers has a Series 63 license, which qualifies them as a securities broker, and is registered to work in Texas. Harbour Investments, Inc is a financial advisory firm based in Madison, WI. The company has offices in 160 locations and a total of 219 advisors. It has $5 billion in assets under management between its 28,573 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 59 charitable organizations. Of its 28,573 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Harbour Investments, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely depend on the services offered. However, fee types charged by Harbour Investments, Inc can consist of any 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
Pamela Ahlers Work History
Pamela has been registered as a financial advisor for 11 years.*
Harbour Investments Inc
Ahlers & Stoll Cpa'S
*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 Pamela Ahlers 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.
