Jill
Sommers

Harbour Investments, Inc

CRD#3127495
Investment Advisor
in Madison, WI

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About this Advisor

Jill Sommers is a financial advisor operating in Madison, Wisconsin who has 6 years of relevant experience. Sommers is on the advisory team at Harbour Investments, Inc. Over the course of their career, they have held roles at Lpl Financial, Sommers Financial Services and Harbour Investments, Inc. Sommers maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Harbour Investments, Inc is an advisory firm headquartered in Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 people on staff. It has $5 billion in assets across its 28,573 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services 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 assets available to invest. Harbour Investments, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. Fees charged by Harbour Investments, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

2960 Triverton Pike Dr Suite 101
Madison, WI 53711

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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

Jill Sommers Work History

Jill has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Sommers Financial Services

2017 - Present (7 years)

Harbour Investments, Inc

2013 - 2017 (4 years)

Lpl Financial

*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 Jill Sommers 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

Janessa Price
Neenah, WI
Gregory Volitich
Carnegie, PA
Joshua Ryan
Roscoe, IL
Carrie Desjardins
Kalamazoo, MI
Taylor Robson
Madison, WI
Todd Mccaffray
Edmonds, WA
Jill Sommers
Madison, WI
David Nelson
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.

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