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Roger Henry Ingwersen

THE HARVEST GROUP WEALTH MANAGEMENT, LLC·WALTHAM, Massachusetts
Clean recordTHE HARVEST GROUP WEALTH MANAGEMENT, LLC
800 SOUTH STREET, WALTHAM, MA 02453CRD# 255050Firm CRD# 283572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Henry Ingwersen · WALTHAM, MA
Registration
CRD #255050 · THE HARVEST GROUP WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roger Henry Ingwersen is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with THE HARVEST GROUP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE HARVEST GROUP WEALTH MANAGEMENT, LLC
THE HARVEST GROUP
AUM
$186M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE HARVEST GROUP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 255050
Firm CRD# 283572
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Henry Ingwersen offer?
Roger Henry Ingwersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Roger Henry Ingwersen's credentials?
Roger Henry Ingwersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Henry Ingwersen located?
Roger Henry Ingwersen is based in WALTHAM, Massachusetts, working with THE HARVEST GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Roger Henry Ingwersen charge for services?
Roger Henry Ingwersen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE HARVEST GROUP WEALTH MANAGEMENT, LLC?
THE HARVEST GROUP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE HARVEST GROUP WEALTH MANAGEMENT, LLC

Roberta Ambrosi
WALTHAM, MA
Laurie Ellen Ingwersen
WALTHAM, MA

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Research
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