Unclaimed
Brent Pahnke is a financial advisor based in Middleton, WI, with over 20 years of experience in the industry. Brent is a registered representative of Harbour Investments, Inc., where he specializes in providing financial advice to individuals and businesses. Brent previously worked at SA Stone Wealth Management Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Brent holds a Series 66, Series 24 and Series 7 license. Brent Pahnke has a strong track record of providing sound financial advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
WI
11/01/2023 - Present
Harbour Investments, Inc. (Middleton WI)
WI
09/24/2018 - 11/01/2023
SA STONE WEALTH MANAGEMENT INC. (Middleton WI)
WI
11/01/2017 - 09/26/2018
CETERA ADVISOR NETWORKS LLC (MIDDLETON WI)
WI
02/22/2006 - 11/01/2017
GIRARD SECURITIES, INC. (MIDDLETON WI)
NY
03/29/2001 - 03/10/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 04/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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