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Nathan Lee Olsen

Harbour Investments, Inc.

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About Nathan Lee Olsen

Nathan Olsen is a financial advisor with Harbour Investments, Inc. Nathan has been in the financial industry for over 10 years and has a Series 66 license as well as a Series 7 and SIE. Nathan also holds a license for Insurance. Harbour Investments, Inc. is a registered investment advisor and brokerage firm with over $6 Billion in assets under management. Nathan is registered with the state of Wisconsin and in the states of California, Florida, Minnesota, and New York. Nathan's practice specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and trusts.

Firm Information

Nathan Olsen 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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Nathan Olsen’s Registration & Firm History

WI

01/06/2022 - Present

Harbour Investments, Inc. (Greenfield WI)

WI

02/10/2020 - 03/09/2021

EDWARD JONES (HARTLAND WI)

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Licenses & Designations

BOTH

Issued 03/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Lee Olsen.
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