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John Clarence Bodden

Harbour Investments, Inc.

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About John Clarence Bodden

John Clarence Bodden is a financial advisor with over 26 years of experience in the industry. John is currently registered with Harbour Investments, Inc., where he is a Registered Representative. John has held previous positions with H. BECK, INC., SII INVESTMENTS, INC., WORLD GROUP SECURITIES, INC., WMA SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. John specializes in portfolio management for individuals and investment companies, financial planning and selection of other advisors.

Firm Information

John Bodden 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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John Bodden’s Registration & Firm History

WI

04/16/2018 - Present

Harbour Investments, Inc. (DELAFIELD WI)

WI

12/08/2009 - 04/11/2018

H. BECK, INC. (Delafield WI)

WI

08/21/2002 - 12/07/2009

SII INVESTMENTS, INC. (BROOKFIELD WI)

GA

04/12/2002 - 09/06/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

07/30/1996 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

MN

03/19/1992 - 08/02/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/19/1992 - 08/02/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/22/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1992

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Clarence Bodden. Review regulatory record here.
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