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Brenda Elaine Gebhardt

Investment adviser representative at Harbour Investments, Inc.
13 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

13 years in the industry.

  1. Harbour Investments, Inc.Jun 2023 to now
  2. Cetera Advisors LLCSep 2022 to Jun 2023
  3. First Allied Advisory Services, IncMar 2015 to Jun 2023
  4. First Allied Securities, Inc.Dec 2013 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2015

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
6284249
Firm CRD
19258
Advisor's SEC record (opens in a new tab)
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