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Patrick Charles Fosdick

Harbour Investments, Inc.

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About Patrick Charles Fosdick

Patrick Charles Fosdick is a financial advisor with Harbour Investments, Inc. in Madison, WI. Patrick has been in the industry since 2011. Patrick is registered with the state of Wisconsin as both a broker-dealer and an investment advisor. Patrick also holds the Series 63, Series 65, Series 7, and SIE licenses. Patrick has a strong background in financial planning and portfolio management. Patrick has been recognized for his expertise in the industry and is a Certified Financial Planner. In addition to his work with Harbour Investments, Inc., Patrick is also a client services manager for Mennenga Tax & Financial Service, an Independent Insurance Agent, and a member of the Providence Square Unit Owners Association Board.

Firm Information

Patrick Fosdick 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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Patrick Fosdick’s Registration & Firm History

WI

10/21/2016 - Present

Harbour Investments, Inc. (Madison WI)

WI

10/25/2011 - 10/27/2016

WOODBURY FINANCIAL SERVICES, INC. (MADISON WI)

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Licenses & Designations

IA

Issued 11/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Charles Fosdick.
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