Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Polzin is a registered investment advisor with Harbor Wealth Management, LLC. Brent has been in the financial industry since 2004 and has experience providing financial advice to individuals and high-net-worth individuals. Brent is also a partner in several other businesses, including a beef farm and real estate investment companies. Brent is licensed in multiple states, including Wisconsin, Texas and Illinois.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Income tax planning and preparation
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
01/03/2017 - Present
Harbor Wealth Management, LLC (GREEN BAY WI)
WI
04/05/2004 - 08/24/2010
AXA ADVISORS, LLC (GREEN BAY WI)
BOTH
Issued 04/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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