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Erika Lynne Berkenhoff

HARBOUR INVESTMENT MANAGEMENT L.L.C.·EDMONDS, Washington
Series 7, Series 63, Series 86, Series 87Clean record20 years registeredHARBOUR INVESTMENT MANAGEMENT L.L.C.
152 3RD AVE S, EDMONDS, WA 98020-8442CRD# 2681179Firm CRD# 111166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erika Lynne Berkenhoff · EDMONDS, WA
Registration
CRD #2681179 · HARBOUR INVESTMENT MANAGEMENT L.L.C. · 20 years registered
Brand Profile
Not yet started
01

Career History

HARBOUR INVESTMENT MANAGEMENT L.L.C.
Jul 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 86
Series 87
Registration record
First registered · July 3, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARBOUR INVESTMENT MANAGEMENT L.L.C.
CRD 111166 · SEC 801-39540
AUM
$416M
Regulatory assets under management
Employees
4
548 client accounts
Services offered by HARBOUR INVESTMENT MANAGEMENT L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARBOUR INVESTMENT MANAGEMENT L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Erika Lynne Berkenhoff offer?
Erika Lynne Berkenhoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDMONDS, Washington for a consultation.
What are Erika Lynne Berkenhoff's credentials?
Erika Lynne Berkenhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erika Lynne Berkenhoff located?
Erika Lynne Berkenhoff is based in EDMONDS, Washington, working with HARBOUR INVESTMENT MANAGEMENT L.L.C.. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does Erika Lynne Berkenhoff charge for services?
Erika Lynne Berkenhoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOUR INVESTMENT MANAGEMENT L.L.C.?
HARBOUR INVESTMENT MANAGEMENT L.L.C. has approximately 4 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOUR INVESTMENT MANAGEMENT L.L.C.

Aalok Kirit Shah
EDMONDS, WA
Evan Arthur Hill
EDMONDS, WA
Hans Dieter Berkenhoff
EDMONDS, WA

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