Unclaimed Profile

Larry John Rose

HARBOR WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

Clean recordHARBOR WEALTH MANAGEMENT, LLC

727 CORMIER ROAD, GREEN BAY, WI 54303CRD# 2432594Firm CRD# 153527

Profile Verification

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

Identity

Larry John Rose · GREEN BAY, WI

Registration

CRD #2432594 · HARBOR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Larry John Rose 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# 2432594

Firm CRD# 153527

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Larry John Rose offer?

Larry John Rose specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Larry John Rose's credentials?

Larry John Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry John Rose located?

Larry John Rose 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 Larry John Rose charge for services?

Larry John Rose'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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