Financial Solutions & Investments
1608 E Hoffer St
Kokomo, IN 46902
Kokomo, IN 46902
-
I Am Licensed and Registered as Follows:
-
Insurance Agent
- I am a licensed insurance agent and am authorized to represent various companies as I offer, sell and service insurance products on their behalf.
- I am not an Investment Advisor Representative with Harbour Investments.
-
Insurance Agent
-
Services I Provide:
- I act as a solicitor of an investment manager(s) to manage client assets. I receive a disclosed percent of assets under management as compensation. The investment manager also charges a management fee. Total fees are disclosed in the Harbour Investments Third Party Money Managers Program Services Agreement.
- I provide portfolio management services and receive a disclosed percent of assets under management as compensation. Specific services provided are outlined in Harbour Investments Asset Management Services Agreement.
- I provide non-portfolio management services and assess a flat or hourly fee at a disclosed dollar amount as compensation. Specific services provided are outlined in the Harbour Investments Financial Planning & Investment Consultation Services Agreement.
- As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.
- I use third party financial tools for portfolio analysis and to support various planning needs.
-
Personal Conflict of Interest:
- Whether via an investment product, insurance product or advisory platform, I do receive commissions or fees on the product and services that I recommend for you. You are under no obligation to purchase these products or services. All costs will be disclosed in writing at the time of purchase.