David Knibbe
David Knibbe is a registered investment advisor at Harbour Investments, INC., based in Kalamazoo, MI, with 42 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
2555 S 11th St, Suite B, Kalamazoo, MI, 49009
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
David is an independent insurance agent with Knibbe Financial, selling life insurance since 1982. He dedicates a few hours per week to this activity during securities trading hours.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Mariner Financial Services, INC.Broker
Andover Securities, INC.Broker
Geneva Securities,inc.Broker
First American National Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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