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Larry John Rose

HARBOR WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin
Unclaimed Profile
727 CORMIER ROAD, GREEN BAY, WI 54303CRD# 2432594Firm CRD# 153527
01

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.

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# 2432594
Firm CRD# 153527
No disclosures on file
View on FINRA BrokerCheck →

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05

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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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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