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Angela Mary Girtz

Harbour Investments, Inc.

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About Angela Mary Girtz

Angela Mary Girtz is a registered representative with Harbour Investments, Inc. Angela has been in the industry since September 30, 2018. Angela has passed the Series 7TO, Series 99, and SIE exams. Angela is located in Bloomington, Minnesota. The firm has offices located in Bloomington, Minnesota. Harbour Investments, Inc. is a registered investment advisor with offices in Madison, Wisconsin. The firm manages approximately $1 billion - $10 billion in assets. The firm specializes in providing financial planning and portfolio management for individuals. The firm's client base includes individuals, high net worth individuals, corporations, pension plans, and charitable organizations.

Firm Information

Angela Girtz is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Girtz’s Registration & Firm History

MN

10/01/2018 - Present

Harbour Investments, Inc. (Bloomington MN)

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Licenses & Designations

BC

Issued 12/31/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Mary Girtz.
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