HM
HM

Harve Eugene Menkens

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

450 Alaskan Way S, Suite 500, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Harve serves as a director at Mid-Mountain Materials, Inc., overseeing executive management. This requires minimal time, with one hour during and one hour outside of trading hours.

Employment History
Current Registrations
Waverly Advisors, LLC
October 2025 - Present · 4 mos
Pacific Portfolio Consulting, LLC
February 2018 - Present · 8 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - January 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - January 2018 · 1 yr 3 mos
Morgan Stanley
March 2012 - October 2016 · 4 yrs 7 mos
Morgan StanleyBroker
January 2012 - October 2016 · 4 yrs 9 mos
State Registrations3 states
AKCAWA
Advisor
Exams
No exam information available for this advisor.