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Erik Rodelle Zuberbuhler

Harbour Investments, Inc.

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About Erik Rodelle Zuberbuhler

Erik Zuberbuhler is a registered investment advisor representative with Harbour Investments, Inc. Erik is a Series 7TO, Series 63, and Series 65 licensed representative and has been in the securities industry since 2019. Erik specializes in financial planning, portfolio management for individuals, and selection of other advisors. Erik has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Erik holds a Bachelor of Arts in English from Columbia College Chicago and an Associate of Arts in General Studies from Highland Community College. Harbour Investments, Inc. is an independent Registered Investment Advisor with offices in Madison, WI, and Freeport, IL.

Firm Information

Erik Zuberbuhler 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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Erik Zuberbuhler’s Registration & Firm History

IL

03/30/2021 - Present

Harbour Investments, Inc. (FREEPORT IL)

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Licenses & Designations

IA

Issued 03/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Rodelle Zuberbuhler.
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