Clayton
Tyree
Harbour Investments, Inc
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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
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$6,101,862,276
228
33,564
$181,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Clayton Tyree Work History
Harbour Investments, Inc
The Leist Group, LLC
Next Financial Group, Inc
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
Madison, WI
Elm Grove, WI
Lake Mills, WI
West Des Moines, IA
Milwaukee, WI
Richland, MI
Platteville, WI
Brookfield, 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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