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VERIFIEDMarc Henn
Harvest Financial Advisors
8840 Cincinnati-Dayton Rd
West Chester, OH 45069
513-779-3030
About Harvest Financial Advisors
At Harvest Financial Advisors, we combine the responsiveness and flexibility of an independent, personal firm, with the expertise found in the largest investment management companies to provide you with peace of mind. The financial goals of our clients, including the protection and growth of long-term wealth, are our highest priority. We work with clients from the same side of the table to design personalized that remain true to their future plans and aspirations.
See Disclosures
General Information
Firm Start Year
2008
CRD#
2120816
Firm CRD#
145552
Name of Custodial Firm
Charles Schwab, JP Morgan, Fidelity
Years of Experience in Financial Services
30
Work with the following types of clients
Individual Investors, Non-Profit Organizations, 7685976861, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Services
Investment Types
Stocks, Bonds, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Email, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CEPA®
Firm Information
Assets Managed by Firm
700,000,000
Total Assets Under Management by Advisor
400,000,000
Compensation and Fees
Compensation Methods
Based on Assets
Education
Bachelor of Science - Economics
Purdue University
08/10/1986 -12/10/1990
BS Economics -
Purdue University
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886599/retirementplanning-Harvest-Financial-Advisors-detailed-disclosure.html