Jeffrey Lamb
Jeffrey Lamb is a ChFC-designated registered investment advisor at Harbour Investments, INC., based in Fitchburg, WI, with 22 years of industry experience. Jeffrey 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
5400 King James Way, Suite 110, Fitchburg, WI, 53719
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Jeffrey is involved in several outside business activities, including coaching basketball, acting as an independent insurance agent (potentially selling equity indexed annuities), managing rental properties, and helping manage and market a Medicare specialist's business. He also serves as an officer for a condo association.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations20 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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- Lucas Kraft, CFPHarbour Investments, INC.
- Alan Winsand, ChFCHarbour Investments, INC.