Desiree
Alexander
Harbour Investments, Inc
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About this Advisor
Desiree Alexander is a financial advisor who works in Verona, Wisconsin with 1 year of relevant experience. Alexander works at Harbour Investments, Inc. Over the course of their career, they have held roles at University Of Wisconsin Platteville, Northwestern Mutual Investment Services LLC, Christopher Anicete, Nanny, Michael Markert, Jessica Schock, Vinces Restaurant, Northwestern Mutual Life Insurance Company, Wealth Distribution Strategies and Harbour Investments, Inc. Alexander has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Harbour Investments, Inc is an advisory company that has its headquarters in Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 people on staff. It oversees $5 billion in total assets between its 28,573 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 59 charities and foundations. Of its 28,573 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which service is offered. Fee types charged by Harbour Investments, Inc most likely consist of some blend 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
Desiree Alexander Work History
Desiree has been registered as a financial advisor for 1 years.*
Harbour Investments, Inc
Wealth Distribution Strategies
Christopher Anicete
Northwestern Mutual Investment Services LLC
Michael Markert
Jessica Schock
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Nanny
University Of Wisconsin Platteville
University Of Wisconsin Platteville
Vinces Restaurant
*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 Desiree Alexander 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
Neenah, WI
West Des Moines, IA
Milwaukee, WI
Kalamazoo, MI
Lake Mills, WI
Madison, WI
Roscoe, IL
Roscoe, IL
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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