Robert Alan Packard
Financial advisor at Harbour Investments, Inc. · Oregon, WI
Last updated 2026-10-10
Claim your profileRobert Alan Packard is a financial advisor at Harbour Investments, Inc. in Oregon, WI, CRD 1663605. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2009-10-22.
Registration
- CRD number
- 1663605
- Registration status
- Active
- IAPD registration
- 2009-10-22
- Industry Experience
- 16 years
- Work Experience
- 35 years
- States registered
- WI
Licenses and exams
- Series 63
- Series 66
Work history
- 1991-03 to Present · Harbour Investments, Inc. · Madison, WI
- 1995-09 to Present · Robert Packard · Madison, WI
- 1991-03 to Present · Stone Arch Financial · Oregon, WI
Current employment
- Harbour Investments, Inc. · Madison, WI
Harbour Investments, Inc.
- Regulatory AUM
- $9,599,102,688
- Registered advisors
- 247
- Offices
- 150
- Clients per advisor
- 122.7 (High)
- Average AUM per client
- $316.7K (Low)
- High-net-worth client ratio
- 5.0% (Low)
Harbour Investments, Inc.: advisors, services and reported ETF investments
About
Robert Alan Packard is a financial advisor at Harbour Investments, Inc. in Oregon, WI. Reported securities licenses include Series 63 and Series 66. The latest record indicates 16 years of industry experience and 35 years of reported work history.
Harbour Investments, Inc.'s firm-level Form ADV reports 247 advisors across 150 offices; approximately 122.7 clients per advisor, average assets per client of $316,708, and regulatory AUM of $9.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $5.5B across 1,680 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Alan Packard personally.
Reported ETF positions
Harbour Investments reports 1,680 ETF positions worth $5.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $285M |
| QQQ — Invesco QQQ Trust, Series 1 | $216M |
| SDVY — First Trust SMID Cap Rising Dividend Achievers ETF | $173.3M |
| AVEM — Avantis Emerging Markets Equity ETF | $114M |
| UCON — First Trust Smith Unconstrained Bond ETF | $104.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Harbour Investments's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $53.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $12.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | GSEW — Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $5.3M | Top 99.1% | Residual alpha +0.95% · Residual Sharpe 0.06 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $9.9M | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Harbour Investments, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Pension Consultant
Location
Oregon, WI
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 608-662-6100
- Website: harbourinv.com
- Youtube
Official record
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