Jacob
Marty
Harbour Investments, Inc
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About this Advisor
Jacob Marty is a financial advisor operating in Verona, Wisconsin. Marty is on the advisory team at Harbour Investments, Inc. Marty has gained experience at Green Fire Farm, LLC, Monticello School District, Uw Stevens Point College Of Natural Resources, Uw Stevens Point Campus Activities Center, Wealth Distribution Strategies and Harbour Investments, Inc. Marty holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Harbour Investments, Inc is a registered investment business that has its headquarters in Madison, WI. The firm has offices in 160 locations and a total of 219 advisors. It controls $5 billion in assets among its 28,573 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 59 charities and foundations. Of its 28,573 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Harbour Investments, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which services are provided. However, fee types billed by Harbour Investments, Inc can consist 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
Jacob Marty Work History
Jacob has been registered as a financial advisor for 0 years.*
Wealth Distribution Strategies
Harbour Investments, Inc
Green Fire Farm, LLC
Monticello School District
Uw Stevens Point College Of Natural Resources
Uw Stevens Point Campus Activities Center
*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 Jacob Marty 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
Madison, WI
Milwaukee, WI
Edmonds, WA
Roscoe, IL
Carnegie, PA
Lake Mills, WI
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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