Brock Weaver
Brock Weaver is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Elkhart, IN, with 28 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
719 E Bristol St, Elkhart, IN, 46514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brock is an independent insurance agent and a partner at Loucks & Weaver CPA since 1997, providing accounting and tax services, dedicating nearly full-time hours. He also owns Loucks & Weaver Financial as a life, accident, and health insurance agent, spends a few hours per week as an investor in Novamatiq Inc, minimal time with Fabx Industries, about a quarter of his time as a partner at Benchmark CPA Group, and minimal time as an independent agent with Madison Insurance Group.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.
Harbour Investments, INC.Broker
Pathway Asset & Tax Advisory
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Cambridge Investment Research, INC.Broker
Loucks & Weaver Financial, INC.
Mutual Service CorporationBroker
State Registrations2 states
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