Kevin Finn
Kevin Finn is a registered investment advisor at Harbour Investments, INC., based in Charlevoix, MI, with 26 years of industry experience. Kevin 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
4250 Lake Shore Dr, Charlevoix, MI, 49720
Get directionsHistory
Regulatory History (1)
Criminal
January 2005Other Business ActivitiesSells Insurance
Kevin is an independent insurance agent selling indexed annuities. Kevin also owns TNDADS and buys and sells sports cards.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
Abn Amro Financial Services, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations5 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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