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Denise Ann Jaehnke

Investment adviser representative at Harbour Investments, Inc.
48 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

48 years in the industry.

  1. Harbour Investments, Inc.Jan 2018 to now
  2. Eps FinancialMay 2014 to now
  3. Extended Personal Service InsuranceFeb 1978 to now
  4. Gf Investment Services, LLCJun 2014 to Dec 2017
  5. Global Financial Private Capital, LLCJun 2014 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2005

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
4067150
Firm CRD
19258
Advisor's SEC record (opens in a new tab)
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