Robert
Berg
Harbour Investments, Inc
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About this Advisor
Robert Berg is a financial advisor based in Stevens Point, Wisconsin, working with Harbour Investments, Inc. Robert has previously held positions at Harbour Investments, Inc, Planning Concepts, Inc, and Practical Retirement Planning. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Robert is part of Harbour Investments, Inc, which operates out of Stevens Point, 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
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$6,101,862,276
228
33,564
$181,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Berg Work History
Practical Retirement Planning
Harbour Investments, Inc
Planning Concepts, Inc
Disclosures
Please visit the SEC profile of Robert Berg 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
Madison, WI
Milwaukee, WI
Oostburg, WI
West Des Moines, IA
Madison, WI
Green Bay, WI
Lake Mills, WI
Richland, MI
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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