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Danette Josephine Harfst

HARFST AND ASSOCIATES, INC.·SHERIDAN, Wyoming
Series 65Clean record14 years registeredHARFST AND ASSOCIATES, INC.
1949 SUGARLAND DRIVE, SHERIDAN, WY 82801CRD# 6026186Firm CRD# 145090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Danette Josephine Harfst · SHERIDAN, WY
Registration
CRD #6026186 · HARFST AND ASSOCIATES, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

HARFST AND ASSOCIATES, INC.
Feb 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 6, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARFST AND ASSOCIATES, INC.
CRD 145090 · SEC 801-71661
AUM
$629M
Regulatory assets under management
Employees
3
1,439 client accounts
Services offered by HARFST AND ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARFST AND ASSOCIATES, INC. →
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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.
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Other Advisors at HARFST AND ASSOCIATES, INC.

Robby Dean Harfst
SHERIDAN, WY

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