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Danette Josephine Harfst

HARFST AND ASSOCIATES, INC.·SHERIDAN, Wyoming
Clean recordHARFST 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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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