Clayton
Tyree

Harbour Investments, Inc

CRD#6691818
Investment Advisor
in Elm Grove, WI

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About this Advisor

Clayton Tyree is a financial advisor based in Elm Grove, Wisconsin, working with Harbour Investments, Inc. Clayton has previously held positions at Next Financial Group, Inc, The Leist Group, LLC, Cue Club Of Wisconsin, and Harbour Investments, Inc. Clayton has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Clayton is part of Harbour Investments, Inc, which operates out of Elm Grove, 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 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

500 Elm Grove Road Suite 200
Elm Grove, WI 53122

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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

Clayton Tyree Work History

2023 - Present (1 year)

Harbour Investments, Inc

2016 - Present (8 years)

The Leist Group, LLC

2017 - 2023 (6 years)

Next Financial Group, Inc

2014 - 2017 (3 years)

Cue Club Of Wisconsin

Disclosures

Please visit the SEC profile of Clayton Tyree 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

Michael Dellolio
Madison, WI
Jacob Rosemeyer
Platteville, WI
Steven Ratajczak
Oostburg, WI
Lucas Kane
West Des Moines, IA
Rebecca Artz
Richland, MI
Kyle Pahnke
Middleton, WI
Tyler Johnson
Minneapolis, MN
Nathan Littrell
Lake Mills, WI

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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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.

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