Kevin Robert Loffredi
Investment adviser representative at Harvest Investment Services, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$758.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Harvest Investment Services, LLCNov 2017 to now
- dba - Harvest Investment Services, LLCNov 2017 to now
- Advanced Sales & Marketing CorpJun 2002 to now
- Proequities, IncNov 2007 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (IL).
Harvest Investment Services, LLC
$758.4MAssets managed
1,508Clients
19Advisers
12 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
- 2750551
- Firm CRD
- 159390