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Michael W Beels

Harvest Advisors, LLC

Canton, OH

CRD 6737384

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Employer firm

Harvest Advisors, LLC CRD 120614

$33.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Harvest Advisors, Llc

4942 Higbee Ave Nw Suite A, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-12-13
  • OH RA
    APPROVED
    Since 2016-12-13

Branch Locations

4942 Higbee Ave Nw Suite A, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clifford & Associates Canton OH 07/2016 Present
  • 07/2016 → Present
    Clifford & Associates
    Canton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-25
  • S65 Uniform Investment Adviser Law Examination
    2016-05-25

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

JEFFREY ALLEN KOTA
DARRELL GLEN CLEARY
LYNNE MARIE PETERS

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
ALPHASTAR CAPITAL MANAGEMENT · CANTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CANTON, OH

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