Unclaimed Profile

Timothy John Newell

HARVEST INVESTMENT SERVICES, LLC·OAKBROOK TERRACE, Illinois

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFP27 years registeredHARVEST INVESTMENT SERVICES, LLC

1 TRANSAM PLAZA DRIVE, OAKBROOK TERRACE, IL 60181-4285CRD# 1339021Firm CRD# 159390

Profile Verification

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

Identity

Timothy John Newell · OAKBROOK TERRACE, IL

Registration

CRD #1339021 · HARVEST INVESTMENT SERVICES, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ENVOY ADVISORY INC.

Mar 2022 – present

HARVEST INVESTMENT SERVICES, LLC

Feb 2012 – present

INVESTMENT ADVISORS

Nov 1998 – Jul 2018

OAKBROOK TERRACE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · November 20, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

2023Customer Dispute·Settled

2021Customer Dispute·Settled

2008Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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