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Steven Robert Klescewski

Harbour Investments, Inc.

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About Steven Robert Klescewski

Steven Robert Klescewski is an investment advisor representative at Harbour Investments, Inc. Steven has been in the financial services industry since 1995 and has been registered with Harbour Investments, Inc. since 2010. Previously, Steven worked at CUNA Brokerage Services, Inc. and Edward D. Jones & Co., L.P. Steven holds FINRA Series 7, 63, and 66 licenses, and the SIE exam. Steven is a Registered Investment Advisor in Wisconsin and has a specialization in retirement planning, financial planning, and insurance. Steven is also an independent insurance agent, and provides pulpit supply for various churches.

Firm Information

Steven Klescewski 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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Steven Klescewski’s Registration & Firm History

WI

01/04/2010 - Present

Harbour Investments, Inc. (CEDAR GROVE WI)

WI

06/11/1997 - 08/07/2007

CUNA BROKERAGE SERVICES, INC. (SHEBOYGAN WI)

MO

05/19/1995 - 05/30/1997

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Robert Klescewski.
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