Harfst And Associates, Inc.

Harfst And Associates, Inc. (CRD# 145090) is a financial advisory firm headquartered in Sheridan, WY. They manage $547,432,748 in 1,457 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    1,457
    ACCOUNTS
  • Average Account Value
    $375,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, ID, IL, LA, NE, NY, OR, TX, UT, WA, WY

Financial Advisors at Harfst And Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Danette J. Harfst
CRD#: 6026186
1949 Sugarland Drive, #220, Sheridan, WY 82801

Danette Harfst (CRD# 6026186) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Sheridan, WY and has over 12 years of experience in the finance industry.

2
Robby D. Harfst
CRD#: 2319056
1949 Sugarland Drive, #220, Sheridan, WY 82801

Robby Harfst (CRD# 2319056) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Sheridan, WY and has over 31 years of experience in the finance industry.

3
Michelle M. Stallsworth
CRD#: 7212388
1949 Sugarland Drive, #220, Sheridan, WY 82801

Michelle Stallsworth (CRD# 7212388) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Sheridan, WY and has over 4 years of experience in the finance industry.

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