Harbour Investments, Inc

Investment Advisor
in Milwaukee, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Fishman-Salnick is a financial advisor based in Milwaukee, Wisconsin with a total of 3 years of relevant experience. Fishman-Salnick is currently employed by Harbour Investments, Inc. During their career, the advisor has held roles at Guthmann Tax Services LLC, Ey and Uw Milwaukee. Fishman-Salnick has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Harbour Investments, Inc is a business based in Madison, WI. The company has offices in 160 locations and a total of 219 employees. It controls $5 billion in total assets among its 28,573 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 59 charitable organizations. Of its 28,573 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the financial services. Fees charged by Harbour Investments, Inc likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

11040 W Bluemound Road Suite 200
Milwaukee, WI 53226

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Harbour Investments, Inc Brokerage Details

Total Assets Under Management


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


WI Average: 43
Total Number of Accounts


WI Average: 1,898
Average Account Size


WI Average: $1,489,234

Investment Advisory Services

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

Michael Fishman-Salnick Work History

Michael has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Guthmann Tax Services LLC

2016 - 2017 (1 year)


2014 - 2016 (2 years)

Uw Milwaukee

2014 - 2014 (< 1 year)

Uw Milwaukee

*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.


Please visit the SEC profile of Michael Fishman-Salnick 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

Kimberly Schreiber
Milwaukee, WI
Todd Mccaffray
Edmonds, WA
Taylor Robson
Madison, WI
Bailey Davis
West Des Moines, IA
Gregory Volitich
Carnegie, PA
Joshua Ryan
Roscoe, IL
Carrie Desjardins
Kalamazoo, MI
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started