Mason Riley Holin
Investment adviser representative at Harbour Investments, Inc.
12 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
12 years in the industry.
- Harbour Investments, Inc.Jan 2025 to now
- Innovative FinancialJan 2025 to now
- University of Wi WhitewaterSep 2022 to Dec 2024
- Innovative FinancialFeb 2022 to Aug 2024
- Atlantis Valley Foods, LLCJun 2021 to Aug 2021
- Madison Area Technical CollegeJan 2021 to May 2022
- UnemployedFeb 2019 to May 2021
- Cascade MountainDec 2018 to Feb 2019
- Sun Prairie High SchoolMay 2018 to May 2021
- Patrick Marsh Middle SchoolMay 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7498896
- Firm CRD
- 19258