MarcHenn- Financial Advisor West Chester, OH

Home > Financial Advisor Directory > ohio > west chester

About Marc Henn

At Harvest Financial Advisors, we combine the responsiveness and flexibility of an independent, personal firm, with the expertise found in the largest investment management companies to provide you with peace of mind. The financial goals of our clients, including the protection and growth of long-term wealth, are our highest priority. We work with clients from the same side of the table to design personalized that remain true to their future plans and aspirations.

See Disclosures

General Information

Firm Start Year

CRD#

2120816

Name of Custodial Firm

Charles Schwab, JP Morgan, Fidelity

Years of Experience in Financial Services

Work with the following types of clients

7685976861

Advisory Services Provided

Financial Planning, Investment Advice & Management

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Assets Managed by Advisor

$250000

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Marc Henn

Harvest Financial Advisors