Unclaimed Profile

Eric Anthony Heus

HARBOR WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

Clean recordHARBOR WEALTH MANAGEMENT, LLC

727 CORMIER ROAD, GREEN BAY, WI 54303CRD# 2403656Firm CRD# 153527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Anthony Heus · GREEN BAY, WI

Registration

CRD #2403656 · HARBOR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Anthony Heus is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with HARBOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HARBOR WEALTH MANAGEMENT, LLC

AUM

$322M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARBOR WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2403656

Firm CRD# 153527

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Anthony Heus offer?

Eric Anthony Heus specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Eric Anthony Heus's credentials?

Eric Anthony Heus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Anthony Heus located?

Eric Anthony Heus is based in GREEN BAY, Wisconsin, working with HARBOR WEALTH MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Eric Anthony Heus charge for services?

Eric Anthony Heus's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR WEALTH MANAGEMENT, LLC?

HARBOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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