Marc Henn, financial advisor Cincinnati OH

Marc Henn

CRD Number: 2120816
Current Firm: Harvest Financial Advisors, LLC

Marc Henn (CRD# 2120816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 33 years of experience in the finance industry. Marc Henn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Harvest Financial Advisors, LLC Cincinnati, OH Jun 2007 - Current 16
Haberer Registered Investment Advisor, Inc. Cincinnati, OH May 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
Contact Info for Marc E. Henn
Phone Number: 513-779-3030
Registered State(s):
  • IN
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    406
    MILLIONS
  • Total Number of Accounts
    1,115
    ACCOUNTS
  • Average Account Value
    $364,420
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IN, KY, NE, OH, PA, TX, VA

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