Harvest Investment Services, LLC

Harvest Investment Services, LLC (CRD# 159390) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $281,661,252 in 2,862 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    2,862
    ACCOUNTS
  • Average Account Value
    $98,414
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 pooled investment vehicles (other than investment companies)
  • 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.

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Harvest Investment Services, LLC
Showing 1 - 10 of 24 top financial advisors.
1
John K. Alyo
CRD#: 3228696
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

John Alyo (CRD# 3228696) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 24 years of experience in the finance industry.

2
Luke E. Baumgarten
CRD#: 6481176
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Luke Baumgarten (CRD# 6481176) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 8 years of experience in the finance industry.

3
Michael A. Corrigan
CRD#: 1253829
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Michael Corrigan (CRD# 1253829) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 30 years of experience in the finance industry.

4
Floyd E. Davis
CRD#: 1809327
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Floyd Davis (CRD# 1809327) 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
Anna M. Dujan
CRD#: 4933785
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Anna Dujan (CRD# 4933785) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 18 years of experience in the finance industry.

6
Brent L. Emerick
CRD#: 1021905
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Brent Emerick (CRD# 1021905) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 38 years of experience in the finance industry.

7
Ivy M. Emerick
CRD#: 1315322
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Ivy Emerick (CRD# 1315322) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 39 years of experience in the finance industry.

8
Kevin R. Loffredi
CRD#: 2750551
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Kevin Loffredi (CRD# 2750551) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 27 years of experience in the finance industry.

9
John J. McInerney
CRD#: 5734672
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

John McInerney (CRD# 5734672) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 14 years of experience in the finance industry.

10
Timothy J. Newell
CRD#: 1339021
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Timothy Newell (CRD# 1339021) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 32 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.