HARBOUR INVESTMENTS, INC
MADISON, WI

Harbour Investments, Inc. is a distinguished broker/dealer with roots in the vibrant city of Madison, Wisconsin. Founded by Nick Sondel in January 1987, it has grown into an influential force within the investment community, boasting annual revenues exceeding $40 million and serving around 200 Investment Representatives across 12 states. As one of the pioneering firms to prioritize advisor-centric operations, Harbour Investments eschews administrative fees for advisory business processing. This model underscores its commitment to reducing costs and enhancing technological offerings to advisors and clients alike. Notably, Harbour leverages Pershing Advisor Solutions to provide cutting-edge technology and streamlined services, reinforcing its position as an innovator. The firm emphasizes strong working relationships, loyalty, personal connections, honesty, and integrity—values that form the cornerstone of its operations and contribute to its reputation for fostering lasting personal client relationships. These values were a key factor in 2016 becoming the company's best recruiting year when additional advisors transitioned, bringing over $500 million in assets under administration. Harbour Investments prides itself on efficient back-office solutions through WealthServ Investments, enabling seamless communication and comprehensive reporting functions to support its Rep/Advisors. This focus on integrating technology extends into compliance and commission automation with OpRisk Management (WinOps), which enhances operational efficiency and shifts resources toward more personalized service roles. Located at 575 Donofrio Drive, Suite 300, Madison, Wisconsin, Harbour Investments maintains a committed workforce led by key personnel including Senior President Rhonda Meyer, Vice President Daniel T Wipperfurth, and President Aaron Hager. With its strategic approach to investment services, the firm continues building on over three decades of dedicated service underpinned by trustworthiness and client-focused innovation.