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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $663,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Harris Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert R. Harris
CRD#: 1337008
420 S. Koeller Street, Suite 310, Oshkosh, WI 54902
96
Wealthminder
score

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.

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