Stuart
Friberg

Harbour Investments, Inc

CRD#7400932
Investment Advisor
in Menomonee Falls, WI

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About this Advisor

Stuart Friberg is a financial advisor based in Menomonee Falls, Wisconsin, working with Harbour Investments, Inc. Stuart has previously held positions at Osthoff Resort, The Pasta Shoppe, Whistling Straits, Fleet Farm, Schaefer Power Systems, The Cleaning Authority, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Open Door Bible Church, Northwestern Mutual Wealth Management Company, E2 Retirement Consulting, and Harbour Investments, Inc. Stuart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Stuart is part of Harbour Investments, Inc, which operates out of Menomonee Falls, 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 the selection of other advisers. The fee structure at Harbour Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

N88 W16624 Appleton Ave Suite 5
Menomonee Falls, WI 53051

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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

Stuart Friberg Work History

2024 - Present (0 year)

E2 Retirement Consulting

2024 - Present (0 year)

Harbour Investments, Inc

2022 - Present (2 years)

Open Door Bible Church

2023 - 2023 (< 1 year)

Northwestern Mutual Wealth Management Company

2022 - 2023 (1 year)

Northwestern Mutual Investment Services LLC

2021 - 2023 (2 years)

Northwestern Mutual Life Insurance Company

2018 - 2021 (3 years)

The Cleaning Authority

2017 - 2018 (1 year)

Schaefer Power Systems

2016 - 2017 (1 year)

Fleet Farm

2015 - 2017 (2 years)

Whistling Straits

2014 - 2014 (< 1 year)

Osthoff Resort

2014 - 2016 (2 years)

The Pasta Shoppe

Disclosures

Please visit the SEC profile of Stuart Friberg 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

Brian Crispigna
Green Bay, WI
Michael Dellolio
Madison, WI
Andrew Salemme
Brookfield, WI
Lucas Kane
West Des Moines, IA
Stuart Friberg
Menomonee Falls, WI
Royce Kurtz
Madison, WI
Michael Fishman-Salnick
Milwaukee, WI
Kyle Pahnke
Middleton, 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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