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Benjamin Michael Motiff

Investment adviser representative at Harbour Investments, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.

  1. Harbour Investments, Inc.Jun 2021 to now
  2. New Star PropertiesSep 2003 to now
  3. Motiff & Fayram, LtdSep 2002 to now
  4. Avantax Insurance Agency, LLCJun 2018 to Jun 2021
  5. Avantax Advisory ServicesMay 2011 to Jun 2021
  6. Avantax Investment Services, Inc.Mar 2010 to Jun 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2011

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
5220650
Firm CRD
19258
Advisor's SEC record (opens in a new tab)
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