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Nicole Kristine Halweg

Investment adviser representative at Financial Harvest Wealth Advisors
12 yearsExperience
1 stateRegistered in
$557.4MFirm assets
8 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

Experience

12 years in the industry.

  1. Financial Harvest Wealth AdvisorsApr 2025 to now
  2. Grace Church OrlandoMar 2021 to Apr 2025
  3. StudiobuellFeb 2019 to Mar 2021
  4. TrustcoreMar 2014 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2014
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Financial Harvest Wealth Advisors

Legal name: Financial Harvest, LLC

$557.4MAssets managed
320Clients
7Advisers
8 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
4859021
Firm CRD
148271
Advisor's SEC record (opens in a new tab)
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