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Marc Erle Henn

Investment adviser representative at Harvest Financial Advisors, LLC
24 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$671MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

24 years in the industry.

  1. Harvest Financial Advisors, LLCJun 2007 to now
  2. Haberer Registered Investment Advisor, Inc.May 2002 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991

State registrations

Registered as an investment adviser representative in 7 states (CA, FL, IN, KY, OH, PA, TX).

Harvest Financial Advisors, LLC

$671MAssets managed
442Clients
9Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2120816
Firm CRD
145552
Advisor's SEC record (opens in a new tab)
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