BB
BB

Bailey J Buhr

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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

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Location

575 D'Onofrio Drive, Suite 300, Madison, WI, 53719

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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 Activities

Bailey works as a plumbing sales associate at Menards, assisting customers with their plumbing needs. This non-investment related activity takes about 10-20% of Bailey's time during non-trading hours.

Employment History
Current Registrations
Harbour Investments, INC.
April 2024 - Present · 1 yr 10 mos
Harbour Investments, INC.Broker
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bailey J Buhr - Financial Advisor | TrueAdvisor