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Joshua Michael Te stroete

Harbour Investments, Inc.

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About Joshua Michael Te stroete

Joshua Michael Te stroete is a financial advisor registered with Harbour Investments, Inc., located in Menomonee Falls, Wisconsin. Joshua has been in the financial industry since 2024. He is registered as a Registered Representative and is currently licensed in Wisconsin. Joshua has passed the Series 66, Series 7TO, and SIE exams. He specializes in assisting individuals with financial planning, and portfolio management. Joshua is also an Independent Insurance Agent.

Firm Information

Joshua Te stroete 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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Joshua Te stroete’s Registration & Firm History

WI

10/21/2024 - Present

Harbour Investments, Inc. (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 07/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/04/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Michael Te stroete.
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