David Knibbe
David Knibbe is a registered investment advisor at Harbour Investments, INC., based in Kalamazoo, MI, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
2555 S 11th St, Suite B, Kalamazoo, MI, 49009
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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.