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KE
CFP
KE
CFP

Kendra Erkamaa

Harbour Investments, INC.
21 Years of Experience
West Des Moines, IA
BrokerSells Insurance
View SEC Summary
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Kendra Erkamaa is a CFP-designated registered investment advisor at Harbour Investments, INC., based in West Des Moines, IA, with 21 years of industry experience. Kendra 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.

Harbour Investments, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
252 advisors
Number of Clients
30,309 clients
Average Client Portfolio
$317K average
Assets Under Management
$9.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2600 Westown Parkway, Suite 102, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kendra is an independent insurance agent with Triangle Financial Services, selling equity indexed annuities. She also engages in various activities including financial education speaking engagements, serving on a grievance commission, notarizing documents, holding an officer position at NAWBO Iowa, owning Divorce Better Iowa LLC, being president of Iowa Collaborative Divorce, and being secretary for THRS Theatre Boosters.

Employment History
Current Registrations
Harbour Investments, INC.
October 2012 - Present · 14 yrs
Harbour Investments, INC.Broker
February 2005 - Present · 21 yrs 8 mos
State Registrations18 states
ARAZCACOCTFLHIIAILMNMONCNMNYPATXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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