Marc Henn

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About Marc Henn

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General Information

Firm Start Year

2008

CRD#

2120816

Firm CRD#

145552

Name of Custodial Firm

Charles Schwab, JP Morgan, Fidelity

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Non-Profit Organizations, 7685976861, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CEPA^®

Firm Information

Assets Managed by Firm

700,000,000

Total Assets Under Management by Advisor

400,000,000

Compensation and Fees

Compensation Methods

Based on Assets

Education

Bachelor of Science - Economics

Purdue University
08/10/1986 -12/10/1990

BS Economics -

Purdue University
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886599/paladinregistry-Harvest-Financial-Advisors-detailed-disclosure.html

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Paladin Research Report For:

Harvest Financial Advisors