Ethan
Berube
Harbour Investments, Inc
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About this Advisor
Ethan Berube is a certified financial planner who works in Baldwin, Wisconsin with 2 years of industry experience. Berube is an advisor for Harbour Investments, Inc. Over the course of their career, Berube has held roles at Wicker Financial Services, Harbour Investments, Inc, Cornell College and Park High School. Berube holds a Series 65 license, designating them as an investment advisor representative, and can operate in Minnesota. Harbour Investments, Inc is a financial advisory business that has its headquarters in Madison, WI. It has offices in 160 locations and a total of 219 employees. It administers $5 billion in assets under management between its 28,573 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 59 charities and foundations. Of its 28,573 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. Harbour Investments, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on which services are offered. However, fee types charged by Harbour Investments, Inc likely are comprised 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
Ethan Berube Work History
Ethan has been registered as a financial advisor for 2 years.*
Harbour Investments, Inc
Wicker Financial Services
Cornell College
Park High School
*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 Ethan Berube 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
Carnegie, PA
Edmonds, WA
Milwaukee, WI
Neenah, WI
Roscoe, IL
Roscoe, IL
Edmonds, WA
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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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.
