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Address:

WISCONSIN OFFICES
3870 South 108th Street | Greenfield, WI 53228
414.545.0404

1285 Sunnyridge Road, Suite 103 | Pewaukee, WI 53072
262.691.2450

403 West 8th Street (Woodford State Bank) | Monroe, WI 53566
608.287.4216

4433 North Oakland Avenue, Suite D | Shorewood, WI 53211
262.293.3609


MINNESOTA OFFICE
7900 International Drive, Suite 300 | Bloomington, MN 55425
651.328.0993

NEVADA OFFICE
7495 West Azure, Suite 100 | Las Vegas, NV 89139
702.515.4000

Phone:

Investment Management

You work hard to save money for your future.  And your ClearStep Financial Adviser works hard to help you invest your savings in a way that aligns with your values, risk tolerance and goals.  

Your ClearStep Financial Adviser partners with some of the best mutual fund companies and professional third party asset managers available to create your custom portfolio.  And your portfolio can adjust on a continuous basis in response to market and economic conditions. 

 

Some of the money managers we work with include:

Flexible Plan Investments

Hanlon Investment Management

Eqis

AMP Wealth Management

Q3 Asset Management

 

Videos:

Five Keys To Managing Your Money from Hanlon Investment Management's Chairman, CEO and Chief Investment Officer Sean Hanlon, CFP®

 

In The News:

Making The Match: Bringing client personality and investment strategy together from Proactive Advisor Magazine, Volume 2 Issue 11 an article highlighting Carla Zevnik-Seufzer


Disclosures: The Third Party Asset Managers listed have solicitor arrangements with the Harbour Investments, LLC.  Our Independent Adviser Representatives are referring clients to those managers, not managing accounts. Advisory services are offered through Harbour Investments, LLC in its registered capacity as an investment adviser, not as a broker/dealer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck