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Robert Alan Packard

Harbour Investments, Inc.

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About Robert Alan Packard

Robert Packard is a financial advisor with Harbour Investments, Inc. based in Oregon, WI. Robert has been working in the financial services industry since 1987. He has worked with several firms including Coltrane Securities Network, Inc., Drake & Company Investment Services, Inc., and Offerman & Co., Inc. Robert is registered in 8 states including Arizona, Colorado, Florida, Illinois, Indiana, Kentucky and Wisconsin. He is also registered as an Investment Advisor Representative in Wisconsin. Robert holds FINRA Series 7, 63, 26 and 66 licenses and SIE registration. He provides financial planning, selection of other advisors and portfolio management for individuals. Robert is a member of the NE Optimist Club of Madison and is a tax preparer.

Firm Information

Robert Packard 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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Robert Packard’s Registration & Firm History

WI

10/22/2009 - Present

Harbour Investments, Inc. (OREGON WI)

WI

06/08/1989 - 03/25/1991

COLTRANE SECURITIES NETWORK, INC. (MADISON WI)

NA

01/03/1989 - 06/15/1989

DRAKE & COMPANY INVESTMENT SERVICES, INC.

NA

04/29/1987 - 01/04/1989

OFFERMAN & CO., INC.

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Licenses & Designations

BOTH

Issued 10/01/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Alan Packard.
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