Dylan Miles
Investment adviser representative at Harbour Investments, Inc.
15 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
15 years in the industry.
- Harbour Investments, Inc.Aug 2024 to now
- Dreyer Wealth ManagementAug 2024 to now
- Stifel, Nicolaus & Company, IncorporatedSep 2023 to Aug 2024
- Equity Services IncJun 2022 to Aug 2023
- National Life GroupJun 2021 to Aug 2023
- Degeneffe FinancialJun 2020 to Aug 2023
- Full-time Education - University of Wisconsin - Green BayJan 2020 to May 2022
- Northern Michigan UniversityAug 2018 to Dec 2018
- Northeast Wisconsin Technical CollegeAug 2016 to Dec 2019
- Full-time Education - High School/middle SchoolSep 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7257990
- Firm CRD
- 19258