Joel Edward Guthmann
Investment adviser representative at Harbour Investments, Inc.
36 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
Are you Joel Edward Guthmann? 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
36 years in the industry.
- Guthmann Tax ServicesJun 2005 to now
- Harbour Investments, Inc.Nov 1999 to now
- Congregation Anshai LebowitzJan 1999 to now
- Self-employedSep 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2016
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
- 2493093
- Firm CRD
- 19258