Unclaimed Profile

Scott Allen Bradtmiller

HARVEST INVESTMENT SERVICES, LLC·OAKBROOK TERRACE, Illinois

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 26, Series 63, Series 66Clean record10 years registeredHARVEST INVESTMENT SERVICES, LLC

1 TRANSAM PLAZA DRIVE, OAKBROOK TERRACE, IL 60181-4285CRD# 6309018Firm CRD# 159390

Profile Verification

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

Identity

Scott Allen Bradtmiller · OAKBROOK TERRACE, IL

Registration

CRD #6309018 · HARVEST INVESTMENT SERVICES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARVEST INVESTMENT SERVICES, LLC

CX INSTITUTIONAL, LLC

Mar 2020 – Mar 2022

AUBURN, IN

CXI ADVISORS, LLC

Mar 2020 – Mar 2022

AUBURN, IN

CUSO FINANCIAL SERVICES, L.P.

Aug 2018 – Jan 2020

FT WAYNE, IN

ONEAMERICA SECURITIES, INC.

Jul 2016 – Aug 2018

HUNTINGTON, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 26

Series 63

Series 66

Registration record

First registered · July 6, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARVEST INVESTMENT SERVICES, LLC

CRD 159390 · SEC 801-79232

AUM

$282M

Regulatory assets under management

Employees

2,862 client accounts

Services offered by HARVEST INVESTMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HARVEST INVESTMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Allen Bradtmiller offer?

Scott Allen Bradtmiller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Scott Allen Bradtmiller's credentials?

Scott Allen Bradtmiller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Allen Bradtmiller located?

Scott Allen Bradtmiller is based in OAKBROOK TERRACE, Illinois, last registered with HARVEST INVESTMENT SERVICES, LLC.

How does Scott Allen Bradtmiller charge for services?

Scott Allen Bradtmiller'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 HARVEST INVESTMENT SERVICES, LLC?

HARVEST INVESTMENT SERVICES, LLC has approximately 28 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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