Harris Financial Services, Inc.
Harris Financial Services, Inc. (CRD# 113275) is a financial advisory firm headquartered in Oshkosh, WI. They manage $40,000,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Harris Financial Services, Inc.
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$740,741
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Harris Financial Services, Inc.
1
Robert Harris (CRD# 1337008) is an Investment Advisor Representative working at Harris Financial Services, Inc. in Oshkosh, WI and has over 38 years of experience in the finance industry.
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