Kimberly Lynn Niedfeldt
Investment adviser representative at Harbour Investments, Inc.
17 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
17 years in the industry.
- Harbour Investments, Inc.Apr 2020 to now
- Clearstep FinancialApr 2020 to now
- Prairie Hill School District #133Jan 2019 to now
- Rockton School District #140Jan 2019 to now
- South Beloit School District #320Jan 2019 to now
- Kohl'sNov 2018 to Jan 2019
- Blackhawk Technical CollegeNov 2013 to Dec 2018
- Transamerica Financial Advisors, IncJan 2012 to Jun 2018
- WfgSep 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5745684
- Firm CRD
- 19258