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Heather Lynn Foster

Harbour Investments, Inc.

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About Heather Lynn Foster

Heather Lynn Foster is a registered Investment Advisor Representative with Harbour Investments, Inc. Heather is based in Fort Wayne, Indiana and has been in the industry since January 2000. Heather has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Harbour Investments, Inc. is a registered investment advisor with over $6 billion in assets under management. The firm offers a variety of services including financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Heather Foster 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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Heather Foster’s Registration & Firm History

IN

05/22/2018 - Present

Harbour Investments, Inc. (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 08/19/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Lynn Foster.
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