Aaron G Tachon

Harbour Investments, INC.

17 Years of Experience

1 DisclosureBrokerSells 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

1321 East Main St, Stoughton, WI, 53589

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2016

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Aaron is an independent insurance agent with Financial Innovations LLC, including equity index annuities, and rents farmland. He also serves as a local town board supervisor, dedicating minimal time to this role.

Employment History

Current Registrations

Harbour Investments, INC.

May 2012 - Present · 13 yrs 9 mos

Harbour Investments, INC.Broker

May 2012 - Present · 13 yrs 9 mos

Previous Registrations

New England Securities Corporation

August 2009 - May 2012 · 2 yrs 9 mos

New England SecuritiesBroker

April 2008 - May 2012 · 4 yrs 1 mo

State Registrations3 states

FLMNWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.