Joshua
Flanders

Harbour Investments, Inc

CRD#6727513
Investment Advisor
in Green Bay, WI

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About this Advisor

Joshua Flanders is a financial advisor based in Green Bay, Wisconsin, working with Harbour Investments, Inc. Joshua has previously held positions at Crown College, Love Lines Crisis Center, Waconia Baseball Association, Interlachen Country Club, Chap Thrift Store, Thrivent Investment Management Inc, Thrivent Financial, Harbour Investments, Inc, and Wachholz & Associates Wealth Management. Joshua has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Joshua is part of Harbour Investments, Inc, which operates out of Green Bay, 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

Series 65, Series 63

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

926 Willard Drive Suite 234
Green Bay, WI 54304

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

WI Average: 43
Total Number of Accounts

33,564

WI Average: 1,898
Average Account Size

$181,798

WI Average: $1,489,234

Investment Advisory Services

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

Joshua Flanders Work History

2022 - Present (2 years)

Harbour Investments, Inc

2022 - Present (2 years)

Wachholz & Associates Wealth Management

2017 - 2021 (4 years)

Thrivent Investment Management Inc

2017 - 2017 (< 1 year)

Thrivent Financial

2017 - 2022 (5 years)

Thrivent Financial

2016 - 2016 (< 1 year)

Waconia Baseball Association

2016 - 2016 (< 1 year)

Interlachen Country Club

2016 - 2017 (1 year)

Chap Thrift Store

2015 - 2016 (1 year)

Love Lines Crisis Center

2012 - 2016 (4 years)

Crown College

2012 - 2016 (4 years)

Crown College

Disclosures

Please visit the SEC profile of Joshua Flanders 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

Stuart Friberg
Menomonee Falls, WI
Royce Kurtz
Madison, WI
Brian Crispigna
Green Bay, WI
Lucas Kane
West Des Moines, IA
Todd Mccaffray
Edmonds, WA
Tyler Johnson
Minneapolis, MN
Jacob Rosemeyer
Platteville, WI
Michael Fishman-Salnick
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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