Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Wolbert is a Registered Representative and Investment Adviser Representative at Harbour Investments, Inc., registered with the state of Wisconsin. Colleen has been in the securities industry for over 13 years. Colleen holds the Series 66 license and has been registered with Harbour Investments, Inc. since August 2024. Colleen is a licensed professional offering investment advice for various client types. Their firm has a strong focus on providing services for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. In addition to working as a Registered Representative and Investment Adviser Representative, Colleen also owns and operates a photography business and is an experienced homemaker.
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.
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WI
02/04/2025 - Present
Harbour Investments, Inc. (DELAFIELD WI)
Active
Inactive
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