John
Bodden
Harbour Investments, Inc
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About this Advisor
John Bodden is a financial advisor based in Delafield, Wisconsin, working with Harbour Investments, Inc. John has previously held positions at Annex Wealth Management, LLC, H. Beck, Inc, Harbour Investments, Inc, Bodden Wealth Management, and Boutique Wealth Management. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, John is part of Harbour Investments, Inc, which operates out of Delafield, Wisconsin. The firm has 140 offices and 228 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Harbour Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$6,101,862,276
228
33,564
$181,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Bodden Work History
Boutique Wealth Management
Harbour Investments, Inc
Bodden Wealth Management
H. Beck, Inc
Annex Wealth Management, LLC
Disclosures
Please visit the SEC profile of John Bodden 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
Green Bay, WI
Oostburg, WI
Milwaukee, WI
West Des Moines, IA
Menomonee Falls, WI
Lake Mills, WI
Platteville, WI
Middleton, WI
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