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Cassandra Marie Brashier

Harbour Investments, Inc.

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About Cassandra Marie Brashier

Cassandra Brashier is an investment advisor representative with Harbour Investments, Inc. She is based in Bloomington, Minnesota and has been in the industry since March 2004. Cassandra is licensed to provide investment advice in several states, including Minnesota, Wisconsin, Illinois, and Texas. She holds a variety of licenses and designations, including the Series 6, Series 63, Series 26, and Series 65. Cassandra provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and retirement plans.

Firm Information

Cassandra Brashier 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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Cassandra Brashier’s Registration & Firm History

MN

06/08/2016 - Present

Harbour Investments, Inc. (Bloomington MN)

MN

10/30/2010 - 04/13/2016

THE STRATEGIC FINANCIAL ALLIANCE, INC. (BLOOMINGTON MN)

GA

03/25/2004 - 11/01/2010

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassandra Marie Brashier.
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