Wendy Jo West
Investment adviser representative at Harvest Investment Services, LLC
26 yearsExperience
2 statesRegistered in
$758.4MFirm assets
12 yearsFirm in business
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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
26 years in the industry.
- Harvest Investment Services, LLCMay 2017 to now
- Double W Financial Group, Inc.Jan 2014 to now
- Harvest Financial PlanningApr 2012 to now
- ProequitiesAug 2000 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 2817890
- Firm CRD
- 159390