Callee Faith Berry
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.
- Harbour Investments, Inc.Apr 2025 to now
- Keystone FinancialJan 2021 to now
- Fox Communities Credit UnionJun 2020 to Jan 2021
- LoftSep 2017 to Jan 2022
- Miller ElectricJun 2017 to Aug 2017
- Neenah High SchoolSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7329735
- Firm CRD
- 19258