Harvest Investment Services, LLC

Harvest Investment Services, LLC (CRD# 159390) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $178,415,021 in 1,825 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    1,825
    ACCOUNTS
  • Average Account Value
    $97,762
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, IA, IL, IN, LA, MI, NV, PA, TX, WI

Financial Advisors at Harvest Investment Services, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Robert L. Brunton
CRD#: 1271886
Fremont, CA
96
Wealthminder
score

Robert Brunton (CRD# 1271886) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Fremont, CA and has over 12 years of experience in the finance industry. Robert Brunton 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
Kevin R. Loffredi
CRD#: 2750551
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
96
Wealthminder
score

Kevin Loffredi (CRD# 2750551) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry. Kevin Loffredi 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.

3
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 19 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.

4
William T. Barnes
CRD#: 1111454
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
93
Wealthminder
score

William Barnes (CRD# 1111454) 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 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.

6
Christopher C. Jahntz
CRD#: 2225680
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Christopher Jahntz (CRD# 2225680) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 25 years of experience in the finance industry.

7
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.

8
Steven R. Sweezea
CRD#: 1970180
2029 E. Elms Road, Bldg C, Suite V, Flushing, MI 48433
93
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.

9
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.

10
Kristen A. Garrity
CRD#: 6088292
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
90
Wealthminder
score

Kristen Garrity (CRD# 6088292) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 3 years of experience in the finance industry.

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