Janessa
Price

Harbour Investments, Inc

CRD#5284521
Investment Advisor
in Neenah, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Janessa Price is a financial advisor who works in Neenah, Wisconsin, with a total of 5 years of industry experience. Price is an employee of Harbour Investments, Inc. Their career trajectory has included roles at Gannett and Keystone Financial Group. Price has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Harbour Investments, Inc is an advisory business that has its headquarters in Madison, WI. It has offices in 160 locations and a total of 219 advisors. It administers $5 billion in assets under management between its 28,573 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 59 charitable organizations. Of its 28,573 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. However, 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

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions

Office Location

145 N. Commercial St
Neenah, WI 54956

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$4,468,811,819

WI Average: $2,826,565,184
Total Number of Employees

219

WI Average: 43
Total Number of Accounts

28,573

WI Average: 1,898
Average Account Size

$156,400

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Janessa Price Work History

Janessa has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Keystone Financial Group

2013 - Present (11 years)

Gannett

*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 Janessa Price 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

Todd Mccaffray
Edmonds, WA
Bailey Davis
West Des Moines, IA
Keith Wicklund
Roscoe, IL
Carrie Desjardins
Kalamazoo, MI
Nathan Littrell
Lake Mills, WI
Janessa Price
Neenah, WI
David Nelson
Edmonds, WA
Michael Fishman-Salnick
Milwaukee, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started