Anna Marie Dujan
Investment adviser representative at Harvest Investment Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Harvest Investment Services, LLCJun 2016 to now
- Proequities IncJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4933785
- Firm CRD
- 159390