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Robert Allen Berg

Harbour Investments, Inc.

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About Robert Allen Berg

Robert Allen Berg is an investment advisor representative registered with Harbour Investments, Inc. and has been working in the financial services industry since 1985. Robert Allen Berg has offices in Stevens Point, WI and has been with Harbour Investments, Inc. since 2020. Robert Allen Berg specializes in providing financial advice to individuals and businesses, and he is also registered as an investment advisor in Wisconsin. He has previously worked at FAHNESTOCK & CO., INC., B.C. CHRISTOPHER SECURITIES CO., and MORISON SECURITIES, INC. Robert Allen Berg is also a licensed insurance agent.

Firm Information

Robert Berg 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 Berg’s Registration & Firm History

WI

09/14/2020 - Present

Harbour Investments, Inc. (STEVENS POINT WI)

NY

03/23/1990 - 07/07/1992

FAHNESTOCK & CO., INC. (NEW YORK NY)

MO

07/29/1986 - 03/23/1990

B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)

NA

03/20/1985 - 07/14/1986

MORISON SECURITIES, INC.

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Licenses & Designations

IA

Issued 08/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Allen Berg.
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