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David John Knibbe

Harbour Investments, Inc.

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About David John Knibbe

David Knibbe has been in the financial industry since 1983. David is a registered representative of Harbour Investments, Inc. and has been with the firm since 2010. David has extensive experience in the financial services industry, including previous roles with Mariner Financial Services, Inc., Andover Securities, Inc. and Geneva Securities, Inc. David is licensed to offer securities and investment advisory services in several states, including California, Colorado, Florida, Illinois, Indiana, Massachusetts, Michigan, North Carolina, Ohio, Pennsylvania, Virginia and Wisconsin. David is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. David also holds a Series 6, 7, 24, 63 and 65 license.

Firm Information

David Knibbe 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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David Knibbe’s Registration & Firm History

MI

07/02/2010 - Present

Harbour Investments, Inc. (KALAMAZOO MI)

FL

12/12/1995 - 08/01/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

MO

01/02/1992 - 12/14/1995

ANDOVER SECURITIES, INC. (KANSAS CITY MO)

IL

01/21/1988 - 12/31/1991

GENEVA SECURITIES,INC. (SCHAUMBURG IL)

NA

12/12/1983 - 01/23/1988

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 08/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David John Knibbe. Review regulatory record here.
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