Barbara Anne Witte

Harbour Investments, INC.

10 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

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.

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

AdvisorBrokerBoth

Exams

No exam information available for this advisor.