Harfst And Associates, Inc.
Harfst And Associates, Inc. (CRD# 145090) is a financial advisory firm headquartered in Sheridan, WY. They manage $547,432,748 in 1,457 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management547MILLION
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Total Number of Accounts1,457ACCOUNTS
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Average Account Value$375,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, ID, IL, LA, NE, NY, OR, TX, UT, WA, WY
Danette Harfst (CRD# 6026186) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Sheridan, WY and has over 11 years of experience in the finance industry.
Robby Harfst (CRD# 2319056) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Sheridan, WY and has over 30 years of experience in the finance industry. Robby Harfst 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.
Michelle Stallsworth (CRD# 7212388) is an Investment Advisor Representative working at Harfst And Associates, Inc. in Sheridan, WY and has over 3 years of experience in the finance industry.