Anthony Jerome Workman

CFP

Harbour Investments, INC.

39 Years of Experience

BrokerSells Insurance

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

150 St Andrews Court, Suite 500, Mankato, MN, 56001

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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.

Other Business ActivitiesSells Insurance

Anthony is an independent insurance agent with Workman Retirement Planning LLC, selling equity indexed annuities.

Employment History

Current Registrations

Harbour Investments, INC.

January 2013 - Present · 13 yrs 1 mo

Harbour Investments, INC.Broker

August 2001 - Present · 24 yrs 6 mos

Previous Registrations

Workman Securities CorporationBroker

November 1993 - August 2001 · 7 yrs 9 mos

Fortis Investors, INC.Broker

December 1989 - November 1993 · 3 yrs 11 mos

R.J. Steichen & CompanyBroker

July 1988 - November 1989 · 1 yr 4 mos

Mutual Benefit Financial Service CompanyBroker

March 1987 - July 1988 · 1 yr 4 mos

E.I. Sales, INC.Broker

June 1986 - February 1987 · 8 mos

State Registrations14 states

AZCACOFLIAMNMTNEOKORTNTXWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.