Paul E. Burgdorf
Investment adviser representative at Harvest Financial Advisors, LLC
17 yearsExperience
4 statesRegistered in
$671MFirm assets
18 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Harvest Financial Advisors, LLCFeb 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 4 states (CA, IN, KY, OH).
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
- 5868892
- Firm CRD
- 145552