Brent Pahnke
Brent Pahnke is a registered investment advisor at Harbour Investments, INC., based in Middleton, WI, with 24 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
2307 Parmenter St., Suite 100, Middleton, WI, 53562
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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
Brent is an independent insurance agent and owner of Retirement Solutions LLC, selling life and health insurance since 2006. He also owns Cobblestone Tax Service for tax preparation and Ignite Planners LLC, an SEC RIA, and One Willow Assets LLC for warehouse rentals.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
SA Stone Wealth Management INC.Broker
Ignite Planners LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
Girard Securities, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations7 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.