Harbour Investments, Inc.

Overview

Harbour Investments, Inc. is a Broker Dealer and registered investment adviser based in Madison, WI, registered since 1987. It reports $9.6B in assets under management across 44,629 accounts, with 232 employees. Its 297 registered representatives work across 142 branch offices in 14 states.

Reported AUM

$9.6B

Discretionary

79%

Accounts

44,629

Average account

$215K

Employees

232

Registered reps

297

Branch offices

142

Registered since

1987

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Options
• 5 more

Executive officers 3 of 9

• Nick William Sondel Chief Executive Officer CRD 1261064
• Aaron Michael Hager President CRD 5017811
• Rhonda Lee Meyer Senior Vice President, Chief Operating Officer, Financial and Operations Principal CRD 2285226

6 more executive officers, with direct contact details

Registered reps 3 of 297

• Carlene Abraham Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7766396
• Pamela Kay Ahlers Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1593463
• Desiree Dian Alexander Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6276912

294 more registered reps, with emails, phones and branch locations

Location

Headquarters

575 Donofrio Dr Ste 300
Madison, WI 53719

County

Dane

Metro area

Madison, WI

Region

Midwest

Branch offices

142 in 14 states, including Fitchburg, WI, Middleton, WI and Appleton, WI

Registrations

• SEC registered, corporation formed in Wisconsin
• Registered in 52 jurisdictions
• Website: harbourinv.com

Every state, with registration dates

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