Harbour In the News

Harbour was named Dane County’s #1 Investment Advisor by assets.

November 21st, 2023 by Harbour Investments

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 article: https://online.fliphtml5.com/nehfa/dvtp/

President, Aaron Hager attends Finlocity Q4 BD Executive Forum in Tampa, Florida.

October 31st, 2023 by Harbour Investments

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. Aaron Hager, President Harbour Investments, was fortunate to attend and glean valuable insights from this unique event. This forum was a rich tapestry of networking and knowledge-sharing, where industry leaders […]

Julie Nelles, VP of Advisory Operations attends Schwab’s IMPACT Conference

October 30th, 2023 by Harbour Investments

Julie attend Charles Schwab‘s annual IMPACT conference in Philadelphia, PA where she was joined by other Harbour Advisors, including Tony Mennenga, Patrick Fosdick, Taylor Robson, Royce Kurtz, and James Tarp from Mennenga Tax & Financial. The conference was a whirlwind of activities featuring educational sessions that covered a wide array of topics, such as the […]

President, Aaron Hager attends multiple advisor events in Arizona

November 30th, 2022 by Harbour Investments

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 this year and did a remodel, it was great for Aaron to see it in person. Along with an office visit, Aaron attended Mark’s client appreciation […]

Information Systems Specialist, Mike Dell’Olio passes the Salesforce Administrator Exam

November 14th, 2022 by Harbour Investments

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 applications, features, and functions available to an end user, as well as the configuration and management options available to an administrator. While being a key player this year in […]

VP of Advisory Operations & Services, Julie Nelles attends Charles Schwab’s IMPACT Conference

November 4th, 2022 by Harbour Investments

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 nearly 5K in attendance it would have been easy to get lost in the size of the event, but there was always a familiar Schwab team member available and willing […]

President Aaron Hager Attends Client Appreciation Event In La Crosse, WI.

October 28th, 2022 by Harbour Investments

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, WI. He spoke at this event to explain the important role Harbour Investments plays in supporting our financial advisors and their clients. Harbour is always here for our advisors. We are always […]

Conference Committee Tours 2023 Conference Location

October 26th, 2022 by Harbour Investments

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 recently completed numerous remodels. Our conference committee consisting of Julie Nelles, Rhonda Meyer, Kyle Kopitzke and Nikki Dahm had their first meeting with the event staff at the hotel. […]

Rhonda Meyer, Senior VP, Attends First Trust and Beacon Strategies Conferences

October 24th, 2022 by Harbour Investments

This month, Rhonda Meyer, our Senior Vice President, attended two conferences on behalf of Harbour Investments. First, she attended First Trust’s “Insight Forum” held in Austin, Texas on October 13th. This conference is for advisors which they host about 40 times a year. Rhonda had a unique perspective being from the back office. They provided a […]

Zacks Advisor Tools Relationship

September 17th, 2021 by Harbour Investments

Chicago, IL, Sept. 13, 2021 (GLOBE NEWSWIRE) — Zacks Professional Services (“Zacks Pro”) announces a new strategic vendor relationship with Harbour Investments, Inc., (“Harbour”), bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 200 advisors in 14 states. Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as […]

Officer Changes & Succession Plan Updates

August 12th, 2021 by Harbour Investments

These officer changes and corporate succession plan updates strengthen Harbour’s commitment to remain privately owned for generations to come. Read full press release here.  

Succession Planning Update

February 10th, 2020 by Harbour Investments

Industry leading registered investment advisor and broker dealer commits to staying privately held.  Read the full press release here:  

New President Named

January 1st, 2020 by Harbour Investments

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 to the challenge of creating a bridge into the future where we can grow and adapt to industry change while realizing all the demands that RIAs and broker […]