Unclaimed Profile

Julie Marie Nelles

HARBOUR INVESTMENTS, INC.·MADISON, Wisconsin

HARBOUR INVESTMENTS, INC.

575 D'ONOFRIO DRIVE, MADISON, WI 53719CRD# 4771824Firm CRD# 19258

Profile Verification

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

Identity

Julie Marie Nelles · MADISON, WI

Registration

CRD #4771824 · HARBOUR INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Julie Marie Nelles is a registered financial advisor based in MADISON, Wisconsin, affiliated with HARBOUR INVESTMENTS, INC.. 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

Speak with Julie Marie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie Marie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HARBOUR INVESTMENTS, INC.

AUM

$6.1B

Regulatory assets under management

Employees

228

Total firm employees

View all advisors at HARBOUR INVESTMENTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4771824

Firm CRD# 19258

View on FINRA BrokerCheck →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, Wisconsin or claim this profile if it's yours.

Browse MADISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julie Marie Nelles offer?

Julie Marie Nelles specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Julie Marie Nelles's credentials?

Julie Marie Nelles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Marie Nelles located?

Julie Marie Nelles is based in MADISON, Wisconsin, working with HARBOUR INVESTMENTS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Julie Marie Nelles charge for services?

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

How large is HARBOUR INVESTMENTS, INC.?

HARBOUR INVESTMENTS, INC. has approximately 228 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →