Michael
Ajango
Harbour Investments, Inc
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About this Advisor
Michael Ajango is a certified financial planner working in De Pere, Wisconsin with a total of 29 years of relevant experience. Ajango is currently employed by Harbour Investments, Inc. Over the course of their career, Ajango has held roles at Harbour Investments, Inc, Wealth Plan LLC, Wisconsin Wealth Advisors, LLC and Ria Services LLC. Ajango has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Harbour Investments, Inc is a company based out of Madison, WI. The firm has offices in 160 locations and a total of 219 financial advisors. It has $5 billion in assets among its 28,573 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 59 charitable organizations. Of its 28,573 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which service is provided. Fees charged by Harbour Investments, Inc can include some 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
Michael Ajango Work History
Michael has been registered as a financial advisor for 29 years.*
Ria Services LLC
Harbour Investments, Inc
Wealth Plan LLC
Wisconsin Wealth Advisors, 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 Michael Ajango 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
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Madison, WI
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Milwaukee, WI
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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.
