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Eric Anthony Heus

HARBOR WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin
Unclaimed Profile
727 CORMIER ROAD, GREEN BAY, WI 54303CRD# 2403656Firm CRD# 153527
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HARBOR WEALTH MANAGEMENT, LLC
HARBOR WEALTH MANAGEMENT, LLC
AUM
$322M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HARBOR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2403656
Firm CRD# 153527
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in GREEN BAY
Gwenn Elizabeth Hansen — ASSOCIATED INVESTMENT SERVICES, INC.Joseph Francis Domek — ASSOCIATED INVESTMENT SERVICES, INC.Larry John Rose — HARBOR WEALTH MANAGEMENT, LLCBeth Ann Cravillion — ASSOCIATED INVESTMENT SERVICES, INC.Patrick James Hickey — ASSOCIATED INVESTMENT SERVICES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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