Joshua Alan Zoerner
Investment adviser representative at Harbour Investments, Inc.
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
24 years in the industry.
- Harbour Investments, Inc.Jan 2025 to now
- Zoerner FinancialJan 2025 to now
- Jz Homes LLCOct 2006 to now
- Modern Woodmen of AmericaAug 2002 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Securities America AdvisorsMay 2018 to Jun 2024
- Securities America, Inc.May 2018 to Jun 2024
- Mwa Financial Services, Inc.Jul 2003 to May 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2010
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
- 4681426
- Firm CRD
- 19258