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).

Current Firm Details
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181
http://www.401kactivewatch.com
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 21 - 24 of 24 top financial advisors.
21
Josiah Deford, financial advisor Oakbrook Terrace IL
Josiah F. Deford
CRD#: 7644407
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Josiah Deford (CRD# 7644407) 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.

22
Isaiah Gates, financial advisor Carbondale IL
Isaiah Gates
CRD#: 7697580
Carbondale, IL

Isaiah Gates (CRD# 7697580) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Carbondale, IL and has 1 year of experience in the finance industry.

23
Brenton Newell, financial advisor Oakbrook Terrace IL
Brenton T. Newell
CRD#: 7560153
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Brenton Newell (CRD# 7560153) 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.

24
Joseph Savenok, financial advisor Oakbrook Terrace IL
Joseph Savenok
CRD#: 7854743
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181

Joseph Savenok (CRD# 7854743) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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