Paul
Pulera
Harbour Investments, Inc
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About this Advisor
Paul Pulera is a financial advisor working out of Kenosha, Wisconsin with a total of 3 years of industry experience. Pulera is currently employed by Harbour Investments, Inc. Their career trajectory has included roles at Modern Woodmen Of America, Pulera Financial Services, Mwa Financial Serivices, Inc, Studio 22, Kenosha Conservatory Of Music and Harbour Investments, Inc. Pulera holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Harbour Investments, Inc is an advisory company headquartered in Madison, WI. It has offices in 160 locations and a total of 219 people on staff. It manages $5 billion in total assets among its 28,573 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 59 charitable organizations. Of its 28,573 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Harbour Investments, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Harbour Investments, Inc most likely are comprised 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
Paul Pulera Work History
Paul has been registered as a financial advisor for 3 years.*
Harbour Investments, Inc
Modern Woodmen Of America
Pulera Financial Services
Kenosha Conservatory Of Music
Mwa Financial Serivices, Inc
Studio 22
*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 Paul Pulera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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