Unclaimed Profile

Paul E. Burgdorf

HARVEST FINANCIAL ADVISORS, LLC·WEST CHESTER, Ohio

Series 65Clean record15 years registeredHARVEST FINANCIAL ADVISORS, LLC

8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH 45069CRD# 5868892Firm CRD# 145552

Profile Verification

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

Identity

Paul E. Burgdorf · WEST CHESTER, OH

Registration

CRD #5868892 · HARVEST FINANCIAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

HARVEST FINANCIAL ADVISORS, LLC

Jan 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARVEST FINANCIAL ADVISORS, LLC

CRD 145552 · SEC 801-68507

AUM

$469M

Regulatory assets under management

Employees

1,157 client accounts

Services offered by HARVEST FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HARVEST FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul E. Burgdorf offer?

Paul E. Burgdorf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Ohio for a consultation.

What are Paul E. Burgdorf's credentials?

Paul E. Burgdorf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul E. Burgdorf located?

Paul E. Burgdorf 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 Paul E. Burgdorf charge for services?

Paul E. Burgdorf'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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