Aaron
Tachon

Harbour Investments, Inc

CRD#5509270
Investment Advisor
in Stoughton, WI

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About this Advisor

Aaron Tachon is a financial advisor based in Stoughton, Wisconsin, working with Harbour Investments, Inc. Aaron has previously held positions at Harbour Investments and Financial Innovations LLC. Aaron has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Aaron is part of Harbour Investments, Inc, which operates out of Stoughton, Wisconsin. 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, Series 66

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

1321 East Main St
Stoughton, WI 53589

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

WI Average: 43
Total Number of Accounts

33,564

WI Average: 1,898
Average Account Size

$181,798

WI Average: $1,489,234

Investment Advisory Services

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

Aaron Tachon Work History

2012 - Present (12 years)

Harbour Investments

2012 - Present (12 years)

Financial Innovations LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Aaron Tachon 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

Tyler Johnson
Minneapolis, MN
Andrew Salemme
Brookfield, WI
Stuart Friberg
Menomonee Falls, WI
Lucas Kane
West Des Moines, IA
Michael Dellolio
Madison, WI
Brian Crispigna
Green Bay, WI
Michael Fishman-Salnick
Milwaukee, WI
Rebecca Artz
Richland, MI

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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