Trevor A Conti
Investment adviser representative at Harbour Investments, Inc.
11 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
11 years in the industry.
- Ascendant Wealth ManagementJun 2026 to now
- Harbour Investments, Inc.Jun 2026 to now
- Karl DettmannJan 2018 to Jun 2026
- Northwestern Mutual Investment Services LLCJan 2018 to Jun 2026
- UnemployedJul 2017 to Jan 2018
- Thrivent FinancialDec 2016 to Jul 2017
- Thrivent Investment Management IncDec 2016 to Jan 2017
- Waddell and ReedMar 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6151944
- Firm CRD
- 19258