John
Bodden
Harbour Investments, Inc
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About this Advisor
John Bodden is a financial advisor based out of Delafield, Wisconsin who has 5 years of industry experience. Bodden currently works for Harbour Investments, Inc. Bodden has gained experience at Annex Wealth Management, LLC, H. Beck, Inc, Harbour Investments, Inc, Bodden Wealth Management and Boutique Wealth Management. Bodden has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Harbour Investments, Inc is a registered investment business headquartered in Madison, WI. The firm has offices in 160 locations and a total of 219 employees. It handles $5 billion in assets under management between its 28,573 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 28,573 accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The firm 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 usually are based on which services are offered. Fees billed by Harbour Investments, Inc most likely include any combination 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
John Bodden Work History
John has been registered as a financial advisor for 5 years.*
Boutique Wealth Management
Harbour Investments, Inc
Bodden Wealth Management
H. Beck, Inc
Annex Wealth Management, LLC
*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 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
Roscoe, IL
Lake Mills, WI
Roscoe, IL
Madison, WI
Carnegie, PA
Kalamazoo, MI
Neenah, WI
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.
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