Daniel
Lemens
Harbour Investments, Inc
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About this Advisor
Daniel Lemens is a financial advisor based in Neenah, Wisconsin, working with Harbour Investments, Inc. Daniel has previously held positions at Next Financial Group Inc, Harbour Investments Inc, Keystone Financial Group, and Fox River Tax Centers. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Daniel is part of Harbour Investments, Inc, which operates out of Neenah, 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
Daniel Lemens Work History
Fox River Tax Centers
Harbour Investments Inc
Keystone Financial Group
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Daniel Lemens 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
Minneapolis, MN
Madison, WI
Milwaukee, WI
West Des Moines, IA
Edmonds, WA
Oostburg, WI
Platteville, WI
Middleton, 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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