Becky
Weyer
Harbour Investments, Inc
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About this Advisor
Becky Weyer is a financial advisor working in Verona, Wisconsin, with a total of 1 year of relevant experience. Weyer is currently employed by Harbour Investments, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Premier Investments Of Iowa, Financial Wealth Management, LLC, Harbour Investments, Inc, Wealth Distribution Strategies LLC and Wds. Weyer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Harbour Investments, Inc is an advisory business operating out of Madison, WI. It has offices in 160 locations and a total of 219 financial advisors. It handles $5 billion in total assets between its 28,573 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 59 charities and foundations. Of its 28,573 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. 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 are based on which service is offered. Fee types charged by Harbour Investments, Inc can consist of any combination 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
Becky Weyer Work History
Becky has been registered as a financial advisor for 1 years.*
Harbour Investments, Inc
Wds
Harbour Investments, Inc
Wealth Distribution Strategies LLC
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Financial Wealth Management, LLC
Cambridge Investment Research, Inc
Premier Investments Of Iowa
*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 Becky Weyer 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
Roscoe, IL
Madison, WI
Kalamazoo, MI
Madison, WI
Carnegie, PA
West Des Moines, IA
Edmonds, WA
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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