Haese Financial Group
43yrs
Top advisor by experience in Oregon
39yrs
Robert Packard is a fiduciary financial advisor in Oregon, Wisconsin, with 39 years in the industry. Robert joined Harbour Investments in 2009, a firm offering financial planning, investment management, and selecting outside investment managers. Harbour Investments reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 15 advisors with offices in Oregon, and one of 13 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Wisconsin
OfficeOregon, WI
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions
Typical client at the firm ?$309,963
Advisors at the firm247
States licensed ?1 state
Services through Harbour Investments
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowHarbour Investments, Inc.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Harbour Investments at (608) 662-6100 and ask for Robert Packard. Robert works from the Oregon, WI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1987, about 39 years. Top 5% by experience in Wisconsin.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Harbour Investments reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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