Trevor
Neufeld
Harbour Investments, Inc
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About this Advisor
Trevor Neufeld is a financial advisor based in Marshfield, Wisconsin, working with Harbour Investments, Inc. Trevor has previously held positions at Case Central, Project Guys, Neufeld Capital Management, University Of Northwestern St. Paul, Clear Cut Window Cleaning, Paladin Wealth, LLC, Paladin Capital, LLC, Paladin Insurance, LLC, Gradient Advisors, LLC, Arc Homes, Full-Time Student, Gradient Securities, LLC, Gradient Investments, LLC, and Harbour Investments, Inc. Trevor has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Trevor is part of Harbour Investments, Inc, which operates out of Marshfield, 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
Trevor Neufeld Work History
Harbour Investments, Inc
Neufeld Capital Management
Gradient Investments, LLC
Paladin Wealth, LLC
Paladin Capital, LLC
Paladin Insurance, LLC
Gradient Advisors, LLC
Gradient Securities, LLC
Case Central
Clear Cut Window Cleaning
Arc Homes
Neufeld Capital Management
University Of Northwestern St. Paul
Project Guys
Full-Time Student
Disclosures
Please visit the SEC profile of Trevor Neufeld 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
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Elm Grove, WI
Madison, WI
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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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