Harris Financial Services, Inc.
Harris Financial Services, Inc. (CRD# 113275) is a financial advisory firm headquartered in Oshkosh, WI. They manage $38,500,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$663,793
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Robert Harris (CRD# 1337008) is an Investment Advisor Representative working at Harris Financial Services, Inc. in Oshkosh, WI and has over 31 years of experience in the finance industry. Robert Harris 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.