Mark Alan Wolter
Investment adviser representative at Harbour Investments, Inc.
19 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
Are you Mark Alan Wolter? 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
19 years in the industry.
- Wolter Wealth ManagementFeb 2024 to now
- Harbour Investments, Inc.Nov 2023 to now
- Beacon Wealth Advisors, LLCMar 2019 to Feb 2024
- Gradient Securities, LLCMar 2019 to Nov 2023
- Beacon Insurance Advisors, LLCJul 2017 to Feb 2024
- Harbour Investments, IncNov 2016 to Mar 2019
- Wolter Wealth ManagementNov 2016 to Mar 2019
- Linsco/private Ledger CorpNov 2007 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2149438
- Firm CRD
- 19258