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Barbara Anne Witte

Harbour Investments, INC.
10 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Harbour Investments, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

Location

926 Willard Drive, Suite 234, Green Bay, WI, 54304

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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

Barbara is an independent insurance agent.

Employment History
Current Registrations
Harbour Investments, INC.
January 2020 - Present · 6 yrs 1 mo
Harbour Investments, INC.Broker
November 2015 - Present · 10 yrs 3 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.