Alana Maude Ferguson
Investment adviser representative at Harbour Investments, Inc.
18 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
18 years in the industry.
- Harbour Investments, Inc.Jun 2026 to now
- Triangle Financial Services, IncJun 2026 to now
- Ameriprise Financial Services, LLCMay 2025 to Jun 2026
- United Way of Story CountyJan 2025 to Apr 2025
- Iowa State UniversityAug 2023 to May 2025
- Mayflower CommunityFeb 2023 to May 2023
- St. Olaf CollegeAug 2021 to Jan 2023
- Grinnell-newburg Community School DistrictAug 2008 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8105348
- Firm CRD
- 19258