Unclaimed Profile

Marc Erle Henn

HARVEST FINANCIAL ADVISORS, LLC·WEST CHESTER, Ohio

Clean recordHARVEST FINANCIAL ADVISORS, LLC

8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH 45069CRD# 2120816Firm CRD# 145552

Profile Verification

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

Identity

Marc Erle Henn · WEST CHESTER, OH

Registration

CRD #2120816 · HARVEST FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc Erle Henn is a registered financial advisor based in WEST CHESTER, Ohio, affiliated with HARVEST FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HARVEST FINANCIAL ADVISORS, LLC

AUM

$469M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARVEST FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2120816

Firm CRD# 145552

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Frequently Asked Questions

What services does Marc Erle Henn offer?

Marc Erle Henn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Ohio for a consultation.

What are Marc Erle Henn's credentials?

Marc Erle Henn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Erle Henn located?

Marc Erle Henn is based in WEST CHESTER, Ohio, working with HARVEST FINANCIAL ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Marc Erle Henn charge for services?

Marc Erle Henn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARVEST FINANCIAL ADVISORS, LLC?

HARVEST FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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