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 11 - 20 of 24 top financial advisors.
11
Brian J. Park
CRD#: 6391250
3740 Elizabeth Street, Riverside, CA 92506

Brian Park (CRD# 6391250) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Riverside, CA and has over 9 years of experience in the finance industry.

12
Thomas A. Shankland
CRD#: 1779390
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Thomas Shankland (CRD# 1779390) 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.

13
James F. Stawick
CRD#: 2897806
2825 East 56th Street, Ste 100, Indianapolis, IN 46220

James Stawick (CRD# 2897806) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Indianapolis, IN and has over 26 years of experience in the finance industry.

14
John W. Vogel
CRD#: 1359328
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

John Vogel (CRD# 1359328) 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.

15
Wendy J. West
CRD#: 2817890
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Wendy West (CRD# 2817890) 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.

16
Kenneth J. Wilkinson
CRD#: 2504136
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Kenneth Wilkinson (CRD# 2504136) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 29 years of experience in the finance industry.

17
James L. Wisdom
CRD#: 2258388
4607 Lakeview Canyon Road, Suite 482, Westlake Village, CA 91361

James Wisdom (CRD# 2258388) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Westlake Village, CA and has over 25 years of experience in the finance industry.

18
Kristine J. Witherow
CRD#: 2890576
Gettysburg, PA

Kristine Witherow (CRD# 2890576) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Gettysburg, PA and has over 26 years of experience in the finance industry.

19
Galo Baca
CRD#: 7677382
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Galo Baca (CRD# 7677382) 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.

20
Andrew D. Barlow
CRD#: 7555902
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Andrew Barlow (CRD# 7555902) 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.

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