Manjula K Hettiarachchi
Investment adviser representative at Harbour Investments, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$9.6BFirm assets
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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
11 years in the industry.
- Harbour Investments, Inc.Jan 2024 to now
- Wealth Distribution StrategiesJan 2024 to now
- Wea Investment Services, Inc.Oct 2023 to Dec 2023
- Matthew HeckmannMay 2020 to Sep 2023
- Northwestern Mutual Investment Services LLCMay 2020 to Sep 2023
- Northwestern Mutual Wealth Management CompanyMay 2020 to Sep 2023
- Brenton CashoreFeb 2020 to Mar 2020
- Nathan KeelingFeb 2020 to Mar 2020
- Thomas HorkySep 2018 to Feb 2020
- Northwestern Mutual Investment Services LLCSep 2018 to Jan 2020
- Northwestern Mutual Wealth ManangementAug 2018 to Jan 2020
- UnemployedAug 2018 to Aug 2018
- BMO Harris BankOct 2015 to Jul 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2018
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
- 4523950
- Firm CRD
- 19258