Christopher Harmon, financial advisor Bloomington IN

Christopher Harmon

CRD Number: 2165919
Current Firm: Commonwealth Financial Network

Christopher Harmon (CRD# 2165919) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, IN and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2018 - Current 5
Innovative Financial Solutions, Inc. Bloomington, IN Jul 1996 - Current 27
Ifs Planning Strategies, LLC Bloomington, IN Apr 2012 - Oct 2019 7
Mml Investors Services, LLC Bloomginton, IN Mar 2017 - Aug 2018 1
Msi Financial Services, Inc. Bloomington, IN Jan 2015 - Mar 2017 2
New England Securities Ria Boston, MA Mar 2002 - Jan 2015 12
New England Securities Indianapolis, IN Mar 2002 - Jan 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Christopher N. Harmon
Phone Number: 781-736-0700
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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