Cassandra Brose
Cassandra Brose is a registered investment advisor at Harbour Investments, INC., based in St Louis Park, MN, with 10 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
5353 Wayzata Blvd, Suite 203, St Louis Park, MN, 55416
Get directionsHistory
Regulatory History (2)
Financial
October 2025Financial
March 2021Other Business ActivitiesSells Insurance
Cassandra is an independent insurance agent selling accident, health, and life insurance, including equity indexed annuities, since 2013, but devotes no time to it currently. She also works for Instacart as a delivery person, dedicating no time to it currently.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.
Harbour Investments, INC.Broker
State Registrations1 state
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.