Dugan
Hettich
Harbour Investments, Inc
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About this Advisor
Dugan Hettich is a financial advisor based in Elm Grove, Wisconsin with a total of 1 year of relevant experience. Hettich is currently employed by Harbour Investments, Inc. During their career, Hettich has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, Harbour Investments, Inc and Kirsch, Schalig & Associates. Hettich holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Harbour Investments, Inc is an advisory business operating out of Madison, WI. The company has offices in 160 locations and a total of 219 financial advisors. It administers $5 billion in assets among its 28,573 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 59 charitable organizations. Of its 28,573 client accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. Harbour Investments, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the services provided. Fees charged by Harbour Investments, Inc most likely include 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
Dugan Hettich Work History
Dugan has been registered as a financial advisor for 1 years.*
Harbour Investments, Inc
Kirsch, Schalig & Associates
The Prudential Insurance Company Of America
Pruco Securities, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*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 Dugan Hettich 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
Kalamazoo, MI
Edmonds, WA
Milwaukee, WI
Lake Mills, WI
West Des Moines, IA
Roscoe, IL
Edmonds, WA
Carnegie, PA
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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