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Evan W Kluttz

Harbour Investments, Inc.

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About Evan W Kluttz

Evan Kluttz is a financial advisor registered with Harbour Investments, Inc. with over 27 years of experience in the financial services industry. Evan Kluttz also holds a Series 65, Series 63, Series 7, and Series 24 licenses, as well as a Certified Financial Planner designation. Evan Kluttz is registered in Florida, Georgia, Maryland, New York, North Carolina, South Carolina, Texas, and Virginia. Evan Kluttz has also worked with R.M. STARK & CO., INC., DICKINSON & CO., DMG SECURITIES, INC., and F.N. WOLF & CO., INC.. Evan Kluttz's previous work at R.M. STARK & CO., INC. and F.N. WOLF & CO., INC. are no longer in scope. Evan Kluttz is currently a registered representative for Harbour Investments, Inc. and a registered investment advisor for Harbour Investments, Inc. Evan Kluttz's current registrations are for North Carolina. Evan Kluttz's registrations are active and in good standing. Evan Kluttz specializes in financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Evan Kluttz is committed to helping clients achieve their financial goals and has extensive experience in retirement planning, college savings, and estate planning.

Firm Information

Evan Kluttz 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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Evan Kluttz’s Registration & Firm History

NC

06/06/2017 - Present

Harbour Investments, Inc. (Charlotte NC)

NC

11/01/1996 - 06/02/2017

R.M. STARK & CO., INC. (Charlotte NC)

IA

08/29/1994 - 10/25/1996

DICKINSON & CO. (DES MOINES IA)

VA

07/05/1994 - 08/30/1994

DMG SECURITIES, INC. (GREAT FALLS VA)

NA

04/24/1990 - 07/15/1994

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 08/03/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Evan W Kluttz. Review regulatory record here.
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