Roger Edward Hellenbrand
Investment adviser representative at Harbour Investments, Inc.
29 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
Are you Roger Edward Hellenbrand? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Hart & AssociatesAug 2002 to now
- Harbour Investments, Inc.Feb 1997 to now
- Triangle Investments, Insurance & TaxesFeb 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1859490
- Firm CRD
- 19258