Trevor Shane Neufeld
Investment adviser representative at Harbour Investments, Inc.
14 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
14 years in the industry.
- Harbour Investments, Inc.May 2022 to now
- Neufeld Capital ManagementMay 2022 to now
- Gradient Investments, LLCFeb 2022 to May 2022
- Gradient Securities, LLCNov 2020 to May 2022
- Paladin Capital, LLCJul 2020 to May 2022
- Paladin Insurance, LLCJul 2020 to May 2022
- Paladin Wealth, LLCJul 2020 to May 2022
- Gradient Advisors, LLCMar 2020 to Jul 2020
- Case CentralOct 2019 to Jul 2020
- Arc HomesOct 2019 to Mar 2020
- Clear Cut Window CleaningJan 2019 to Sep 2019
- University of Northwestern St. PaulOct 2018 to Apr 2019
- Neufeld Capital ManagementJun 2018 to Sep 2018
- Project GuysMay 2015 to Aug 2017
- Full-time StudentAug 2008 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7242224
- Firm CRD
- 19258