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Daniel Douglas Harkness

PROVIDENT TRUST COMPANY·WAUKESHA, Wisconsin
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N16 W23217 STONE RIDGE DRIVE, WAUKESHA, WI 53188-1199CRD# 5910524Firm CRD# 110118
01

About

Daniel Douglas Harkness is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with PROVIDENT TRUST COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
AUM
$5.7B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PROVIDENT TRUST COMPANY →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5910524
Firm CRD# 110118
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Douglas Harkness offer?
Daniel Douglas Harkness specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Daniel Douglas Harkness's credentials?
Daniel Douglas Harkness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Douglas Harkness located?
Daniel Douglas Harkness is based in WAUKESHA, Wisconsin, working with PROVIDENT TRUST COMPANY. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Daniel Douglas Harkness charge for services?
Daniel Douglas Harkness's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENT TRUST COMPANY?
PROVIDENT TRUST COMPANY has approximately 12 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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