Marc Henn
Harvest Financial Advisors
8897 Cincinnati Dayton Rd
West Chester, OH 45069
8003610329
About Harvest Financial Advisors
At Harvest Financial Advisors, we combine the responsiveness and flexibility of an independent, personal firm, with the expertise found in the largest investment management companies to provide you with peace of mind. The financial goals of our clients, including the protection and growth of long-term wealth, are our highest priority. We work with clients from the same side of the table to design personalized that remain true to their future plans and aspirations.
See Disclosures
General Information
CRD#
2120816
Name of Custodial Firm
Charles Schwab, JP Morgan, Fidelity
Years of Experience in Financial Services
30
Work with the following types of clients
7685976861
Advisory Services Provided
Financial Planning, Investment Advice & Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Total Assets Under Management by Advisor
$250000
Compensation and Fees
Compensation Methods
Based on Assets
Education
Bachelor of Science - Economics
Purdue University
08/10/1986 -12/10/1990
BS Economics -
Purdue University
-
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886599/rothira-Harvest-Financial-Advisors-detailed-disclosure.html