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Harbour was named Dane County’s #1 Investment Advisor by assets.
Harbour was featured in In Business magazine, a Greater Madison magazine, as being Dane County’s #1 Investment Advisor by assets. Flip to page 52 to read full articl...
President, Aaron Hager attends Finlocity Q4 BD Executive Forum in Tampa, Florida.
The Finlocity Q4 BD Executive Forum in Tampa was an exceptional event for financial executives, product and technology vendors, and consultants from across the industry...
Julie Nelles, VP of Advisory Operations attends Schwab’s IMPACT Conference
Julie attend Charles Schwab's annual IMPACT conference in Philadelphia, PA where she was joined by other Harbour Advisors, including Tony Mennenga, Patrick Fosdick, Tay...
President, Aaron Hager Attends Multiple Advisor Events In Arizona
Aaron headed out west to Arizona for a few events! First stop was Camelback Wealth Consultants in Phoenix, AZ – Mark Herding’s office. They moved to a new office t...
Information Systems Specialist, Mike Dell’Olio passes the Salesforce Administrator Exam
To successfully manage ATLAS with the Salesforce software, we needed a staff member to step up and complete the Salesforce Administrator Exam. This exam covers the appl...
VP of Advisory Operations & Services, Julie Nelles attends Charles Schwab’s IMPACT Conference
At the beginning of November, Julie Nelles attended Charles Schwab's IMPACT Conference in Denver, Colorado. Here's what Julie had to say about the conference: "With ...
President Aaron Hager Attends Client Appreciation Event In La Crosse, WI.
Fall begins the season of our advisors' client appreciation events! On Wednesday evening, Aaron Hager attended Jamie Eklov's client appreciation event in La Crosse,...
Conference Committee Tours 2023 Conference Location
On October 25th, our conference committee went for a visit to Hilton Appleton Paper Valley Hotel in Appleton, WI, host of next year’s conference. The hotel recentl...
Rhonda Meyer, Senior VP, Attends First Trust and Beacon Strategies Conferences
This month, Rhonda Meyer, our Senior Vice President, attended two conferences on behalf of Harbour Investments. First, she attended First Trust's “Insight Forum” h...
Zacks Advisor Tools Relationship
Chicago, IL, Sept. 13, 2021 (GLOBE NEWSWIRE) -- Zacks Professional Services (“Zacks Pro”) announces a new strategic vendor relationship with Harbour Investments, In...
Officer Changes & Succession Plan Updates
These officer changes and corporate succession plan updates strengthen Harbour's commitment to remain privately owned for generations to come. Read full press release ...
Succession Planning Update
Industry leading registered investment advisor and broker dealer commits to staying privately held. Read the full press release here:
New President Named
Nick Sondel promoted Aaron Hager to President and Rhonda Meyer to Senior VP. See Aaron's newsletter article here: --- Letter from Nick --- Harbour has always risen t...

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