Joy Michelle Schlie

CFP

Harvest Financial Advisors, LLC

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Harvest Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

418 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$582.6M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

8840 Cincinnati-Dayton Road, West Chester, OH, 45069

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History

Regulatory History (1)

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Customer Dispute

April 2018

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Harvest Financial Advisors, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Cetera Advisors LLC

September 2019 - December 2023 · 4 yrs 3 mos

Cetera Advisors LLCBroker

September 2019 - December 2023 · 4 yrs 3 mos

Strategic Advisers LLC

September 2009 - June 2018 · 8 yrs 9 mos

Fidelity Brokerage Services LLCBroker

July 2009 - June 2018 · 8 yrs 11 mos

Securities America Advisors, INC.

November 2008 - July 2009 · 8 mos

Securities America, INC.Broker

November 2008 - July 2009 · 8 mos

Strategic Advisers, INC.

July 2006 - February 2008 · 1 yr 7 mos

Fidelity Brokerage Services LLCBroker

July 1998 - February 2008 · 9 yrs 7 mos

Touchstone Securities, INC.Broker

November 1997 - June 1998 · 7 mos

Pruco Securities CorporationBroker

December 1996 - May 1997 · 5 mos

State Registrations3 states

INKYOH

Advisor

Exams

No exam information available for this advisor.