Unclaimed Profile

Shane J Kochon

HARVESTWISE WEALTH LLC·ESCONDIDO, California

SIE, Series 7, Series 66Clean record14 years registeredHARVESTWISE WEALTH LLC

500 LA TERRAZA BLVD., ESCONDIDO, CA 92025CRD# 5296319Firm CRD# 333146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane J Kochon · ESCONDIDO, CA

Registration

CRD #5296319 · HARVESTWISE WEALTH LLC · 14 years registered

Brand Profile

Not yet started

Career History

HARVESTWISE WEALTH PLANNING

Oct 2024 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Dec 2013 – Oct 2024

Escondido, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2012 – Dec 2013

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 26, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARVESTWISE WEALTH LLC

CRD 333146 · SEC 801-131359

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by HARVESTWISE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARVESTWISE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Shane J Kochon offer?

Shane J Kochon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESCONDIDO, California for a consultation.

What are Shane J Kochon's credentials?

Shane J Kochon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane J Kochon located?

Shane J Kochon is based in ESCONDIDO, California, working with HARVESTWISE WEALTH LLC. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.

How does Shane J Kochon charge for services?

Shane J Kochon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARVESTWISE WEALTH LLC?

HARVESTWISE WEALTH LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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