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Lukas Norman Kolasch

Investment adviser representative at Harbour Investments, Inc.
10 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

10 years in the industry.

  1. Harbour Investments, Inc.Oct 2021 to now
  2. Securities America, Inc.Jul 2019 to Oct 2021
  3. Northwestern MutualJun 2019 to Jun 2019
  4. Sports AdvantageDec 2017 to Jul 2019
  5. Xperience Fitness MenashaAug 2017 to Dec 2017
  6. StudentSep 2016 to Aug 2017

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7100841
Firm CRD
19258
Advisor's SEC record (opens in a new tab)
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