Eric Heus, financial advisor Green Bay WI

Eric Heus

CRD Number: 2403656
Current Firm: Harbor Wealth Management, LLC

Eric Heus (CRD# 2403656) is an Investment Advisor Representative working at Harbor Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Harbor Wealth Management LLC Green Bay, WI Aug 2010 - Current 13
Apw Capital, Inc. Green Bay, WI Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Eric A. Heus
Phone Number: 920-434-5310
Firm Website: http://www.facebook.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    1,269
    ACCOUNTS
  • Average Account Value
    $253,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IL, MN, TX, WI

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