Marc Henn (CRD# 2120816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 33 years of experience in the finance industry. Marc Henn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6690104
Ubs Financial Services Inc.
CRD# 2402104
L.m. Kohn & Company
CRD# 5359335
Mutual Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Financial Advisors, LLC | Cincinnati, OH | Jun 2007 - Current | 16 |
| Haberer Registered Investment Advisor, Inc. | Cincinnati, OH | May 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
- IN
- OH
- PA
- TX
-
Total Assets Under Management469MILLIONS
-
Total Number of Accounts1,157ACCOUNTS
-
Average Account Value$404,936
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, IN, KY, NE, OH, PA, TX, VA
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