William Joseph Herding
Investment adviser representative at Harbour Investments, Inc.
10 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
10 years in the industry.
- White Water Wealth, LLCFeb 2026 to now
- Harbour Investments, Inc.Mar 2022 to now
- Camelback Wealth ConsultantsJan 2021 to Jan 2026
- American ExpressJan 2019 to Jan 2021
- Cable OneMar 2017 to Jan 2019
- Open TextMay 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7290444
- Firm CRD
- 19258