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Timothy John Newell

HARVEST INVESTMENT SERVICES, LLC·OAKBROOK TERRACE, Illinois
Unclaimed Profile
1 TRANSAM PLAZA DRIVE, OAKBROOK TERRACE, IL 60181-4285CRD# 1339021Firm CRD# 159390
01

About

Timothy John Newell is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with HARVEST INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
HARVEST INVESTMENT SERVICES, LLC
HARVEST INVESTMENT SERVICES, LLC
AUM
$282M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at HARVEST INVESTMENT SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1339021
Firm CRD# 159390
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy John Newell offer?
Timothy John Newell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Timothy John Newell's credentials?
Timothy John Newell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy John Newell located?
Timothy John Newell is based in OAKBROOK TERRACE, Illinois, working with HARVEST INVESTMENT SERVICES, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Timothy John Newell charge for services?
Timothy John Newell'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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Christopher Lee Oswald — MCDONNELL INVESTMENT MANAGEMENT, LLCPaul Jerome Carter — MCDONNELL INVESTMENT MANAGEMENT, LLCPeter Lydon Clerkin — MCDONNELL INVESTMENT MANAGEMENT, LLCBarbara Jean Best — CAPITAL STRATEGIES INVESTMENT GROUP LLCJeffrey Steven Weglarz — GOLDSTONE FINANCIAL GROUP, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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