Harvest Investment Services, LLC

Harvest Investment Services, LLC (CRD# 159390) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $124,824,656 in 1,227 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $101,732
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)
  • Other
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.

AZ, CA, FL, IL, IN, LA, MI, PA, TX

Financial Advisors at Harvest Investment Services, LLC
Showing 1 - 10 of 12 top financial advisors.
1
James L. Wisdom
CRD#: 2258388
4607 Lakeview Canyon Road, Suite 482, Westlake Village, CA 91361
96
Wealthminder
score

James Wisdom (CRD# 2258388) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Westlake Village, CA and has over 18 years of experience in the finance industry. James Wisdom 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.

2
Steven J. Beaman
CRD#: 1489514
333 Warrenville Road, Suite 200, Lisle, IL 60523
93
Wealthminder
score

Steven Beaman (CRD# 1489514) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Lisle, IL and has over 31 years of experience in the finance industry.

3
Anna M. Dujan
CRD#: 4933785
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Anna Dujan (CRD# 4933785) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 12 years of experience in the finance industry.

4
Michael F. McClelland
CRD#: 1622570
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Michael McClelland (CRD# 1622570) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.

5
Steven S. Wagner
CRD#: 5302104
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Steven Wagner (CRD# 5302104) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry.

6
Amanda Jager
CRD#: 6427650
81 Market Street, Suite 5, Elgin, IL 60123
90
Wealthminder
score

Amanda Jager (CRD# 6427650) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Elgin, IL and has 1 year of experience in the finance industry.

7
Steven R. Sweezea
CRD#: 1970180
2029 E. Elms Road, Bldg C, Suite V, Flushing, MI 48433
90
Wealthminder
score

Steven Sweezea (CRD# 1970180) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Flushing, MI and has over 8 years of experience in the finance industry.

8
Darren S. Vera Cruz
CRD#: 6663850
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
90
Wealthminder
score

Darren Vera Cruz (CRD# 6663850) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.

9
Kevin C. Sanders
CRD#: 6274134
81 Market Street, Suite 5, Elgin, IL 60123
89
Wealthminder
score

Kevin Sanders (CRD# 6274134) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Elgin, IL and has over 3 years of experience in the finance industry.

10
Luke E. Baumgarten
CRD#: 6481176
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
87
Wealthminder
score

Luke Baumgarten (CRD# 6481176) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.