Erik Zuberbuhler, financial advisor Freeport IL

Erik Zuberbuhler

CRD Number: 7062852
Current Firm: Harbour Investments, Inc.

Erik Zuberbuhler (CRD# 7062852) is an Investment Advisor Representative working at Harbour Investments, Inc. in Freeport, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Jan 2019 - Current 5
House Of Blues Chicago, IL Aug 2018 - Jan 2019 < 1
Peets Coffee Chicago, IL Jul 2018 - Jan 2019 < 1
Sound Works Chicago, IL Jul 2018 - Jan 2019 < 1
Ayrc Productions Chicago, IL Apr 2018 - Jan 2019 < 1
Chicago Stagehand Chicago, IL Dec 2017 - Aug 2018 < 1
Columbia College Chicago Chicago, IL Sep 2016 - May 2018 1
Wagner House Freeport, IL May 2017 - Aug 2017 < 1
Abet Books & Games Freeport, IL Jan 2016 - Aug 2016 < 1
Highland Community College Freeport, IL Sep 2014 - Aug 2016 1
Main Street Bistro Freeport, IL Sep 2012 - Jan 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S65 NASAA Investment Advisors Law Examination Mar 2021
Contact Info for Erik R. Zuberbuhler
Phone Number: 608-662-6100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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