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Chris Allen Neufeld

Investment adviser representative at Harbour Investments, Inc.
28 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business

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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

28 years in the industry.

  1. Harbour Investments, Inc.Nov 1996 to now
  2. Neufeld Capital ManagementNov 1996 to now
  3. Focused Tax SolutionsJun 2015 to Aug 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • 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
2339237
Firm CRD
19258
Advisor's SEC record (opens in a new tab)
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