Brent Lee Emerick

Employer firm

Harvest Investment Services, LLC CRD 159390

$758M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1984 → Present
  Comprehensive Financial Planning Services Corp.
  Westfield, IN
• 01/2018 → 06/2023
  Wealth Advisory Solutions, Llc
  Zionsvile, IN
• 06/2023 → Present
  Harvest Investment Services, Llc
  Oakbrook Terrace, IL

Previous Registrations

• 2018-02-17 → 2023-06-30
  Wealth Advisory Solutions, Llc
  Zionsville, IN
• 2003-03-03 → 2017-12-31
  Comprehensive Financial Planning Services Corp.
• 1998-12-09 → 2002-12-31
  Comprehensive Financial Planning Services Corp.
  Zionsville, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-17

Designations

• Certified Financial Planner