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David William Distefano

Harbour Investments, Inc.

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About David William Distefano

David Distefano is a financial advisor registered with Harbour Investments, Inc. with over 10 years of experience in the industry. David specializes in portfolio management for individuals, pension consulting, and financial planning services. David has been associated with Harbour Investments, Inc. since April 2012, and also has past experience with PROEQUITIES, INC. and ROBERT W. BAIRD & CO. INCORPORATED.

Firm Information

David Distefano 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 Distefano’s Registration & Firm History

WI

04/26/2012 - Present

Harbour Investments, Inc. (JANESVILLE WI)

WI

08/25/2010 - 04/05/2012

PROEQUITIES, INC. (JANESVILLE WI)

WI

08/28/2008 - 06/22/2010

ROBERT W. BAIRD & CO. INCORPORATED (JANESVILLE WI)

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Licenses & Designations

BOTH

Issued 10/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David William Distefano.
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