Harbour Investments, Inc

Investment Advisor
in Marshfield, WI

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About this Advisor

Trevor Neufeld is a financial advisor operating out of Marshfield, Wisconsin who has 1 year of industry experience. Neufeld is an advisor for Harbour Investments, Inc. Throughout their career, Neufeld has worked 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. Neufeld maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Harbour Investments, Inc is a registered investment business that has its headquarters in Madison, WI. The company has offices in 160 locations and a total of 219 employees. It handles $5 billion in assets among its 28,573 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 59 charitable organizations. Of its 28,573 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Harbour Investments, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees are based on which service is offered. Fees charged by Harbour Investments, Inc may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

119 W Upham Street
Marshfield, WI 54449

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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

Trevor Neufeld Work History

Trevor has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Harbour Investments, Inc

2022 - Present (1 year)

Neufeld Capital Management

2022 - 2022 (< 1 year)

Gradient Investments, LLC

2020 - 2022 (2 years)

Paladin Wealth, LLC

2020 - 2022 (2 years)

Paladin Capital, LLC

2020 - 2022 (2 years)

Paladin Insurance, LLC

2020 - 2020 (< 1 year)

Gradient Advisors, LLC

2020 - 2022 (2 years)

Gradient Securities, LLC

2019 - 2020 (1 year)

Case Central

2019 - 2019 (< 1 year)

Clear Cut Window Cleaning

2019 - 2020 (1 year)

Arc Homes

2018 - 2018 (< 1 year)

Neufeld Capital Management

2018 - 2019 (1 year)

University Of Northwestern St. Paul

2015 - 2017 (2 years)

Project Guys

2008 - 2019 (11 years)

Full-Time Student

*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 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

Jill Sommers
Madison, WI
Keith Wicklund
Roscoe, IL
Janessa Price
Neenah, WI
Kimberly Schreiber
Milwaukee, WI
Michael Fishman-Salnick
Milwaukee, WI
David Nelson
Edmonds, WA
Joshua Ryan
Roscoe, IL
Taylor Robson
Madison, WI

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

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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.

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