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Jill Marie Sommers

Harbour Investments, Inc.

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About Jill Marie Sommers

Jill Sommers is a registered investment advisor with Harbour Investments, Inc. Jill has been in the financial services industry since December 1998, Jill holds the Series 7, 63 and 65 securities licenses, and the SIE. Jill has experience in providing financial planning and portfolio management services to individuals, families, and businesses. She specializes in investment management for retirement, college savings, and estate planning.

Firm Information

Jill Sommers 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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Jill Sommers’s Registration & Firm History

WI

01/10/2017 - Present

Harbour Investments, Inc. (FITCHBURG WI)

WI

04/29/2013 - 01/28/2017

LPL FINANCIAL LLC (VERONA WI)

WI

08/01/2012 - 05/10/2013

BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)

WI

12/03/1998 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MADISON WI)

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Licenses & Designations

IA

Issued 10/14/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Marie Sommers.
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