AdvisorOS Directory
Claim Profile
DH

Danette Josephine Harfst

HARFST AND ASSOCIATES, INC.·SHERIDAN, Wyoming
Unclaimed Profile
1949 SUGARLAND DRIVE, SHERIDAN, WY 82801CRD# 6026186Firm CRD# 145090
01

About

Danette Josephine Harfst is a registered financial advisor based in SHERIDAN, Wyoming, affiliated with HARFST AND ASSOCIATES, INC.. 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
03

Firm Overview

Firm
HARFST AND ASSOCIATES, INC.
HARFST AND ASSOCIATES, INC.
AUM
$629M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HARFST AND ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6026186
Firm CRD# 145090
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHERIDAN?

Browse all registered financial advisors in SHERIDAN, Wyoming or claim this profile if it's yours.

Browse SHERIDAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Danette Josephine Harfst offer?
Danette Josephine Harfst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHERIDAN, Wyoming for a consultation.
What are Danette Josephine Harfst's credentials?
Danette Josephine Harfst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danette Josephine Harfst located?
Danette Josephine Harfst is based in SHERIDAN, Wyoming, working with HARFST AND ASSOCIATES, INC.. Their office serves clients in the SHERIDAN metropolitan area and surrounding communities.
How does Danette Josephine Harfst charge for services?
Danette Josephine Harfst'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 HARFST AND ASSOCIATES, INC.?
HARFST AND ASSOCIATES, INC. has approximately 3 employees and manages $629M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SHERIDAN
Candace Kelly Swanson — CYPRESS CAPITAL MANAGEMENT, LLCKristin Fuller — CYPRESS CAPITAL MANAGEMENT, LLCRobby Dean Harfst — HARFST AND ASSOCIATES, INC.William Bernard Ebzery — CYPRESS CAPITAL MANAGEMENT, LLCKristin Louise Herbst — CYPRESS CAPITAL MANAGEMENT, LLC
Nearby cities in Wyoming
JACKSON (51)WILSON (26)CHEYENNE (24)LARAMIE (9)CASPER (7)
City Guides
JACKSON GuideWILSON GuideCHEYENNE GuideLARAMIE GuideCASPER Guide
Research
Advisor Fees in WyomingNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile