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Kyle Thomas St marie

Harbour Investments, Inc.

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About Kyle Thomas St marie

Kyle Thomas St marie is an investment advisor representative registered with Harbour Investments, Inc. Kyle has been in the industry since 2020 and holds Series 7, Series 63, and Series 65 licenses. Kyle specializes in financial planning, selection of other advisors and portfolio management for individuals. Kyle is currently registered with the state of Wisconsin. Kyle has been employed by Planning Concepts Inc. in Appleton, WI since November 2018.

Firm Information

Kyle St marie 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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Kyle St marie’s Registration & Firm History

WI

10/17/2023 - Present

Harbour Investments, Inc. (APPLETON WI)

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Licenses & Designations

BC

Issued 11/15/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Thomas St marie.
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