Stuart Lee Friberg
Investment adviser representative at Harbour Investments, Inc.
11 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
11 years in the industry.
- Harbour Investments, Inc.Jan 2024 to now
- E2 Retirement ConsultingJan 2024 to now
- Northwestern Mutual Wealth Management CompanyApr 2023 to Dec 2023
- Northwestern Mutual Investment Services LLCJun 2022 to Dec 2023
- Open Door Bible ChurchMay 2022 to Jan 2026
- Northwestern Mutual Life Insurance CompanyAug 2021 to Dec 2023
- The Cleaning AuthorityDec 2018 to Jul 2021
- UnemployedAug 2018 to Dec 2018
- Schaefer Power SystemsSep 2017 to Aug 2018
- Fleet FarmOct 2016 to Apr 2017
- Whistling StraitsJun 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7400932
- Firm CRD
- 19258