Kellen Hindry Williams
Investment adviser representative at Financial Harvest Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$557.4MFirm 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
Experience
10 years in the industry.
- Financial Harvest Wealth Advisors LLCJul 2018 to now
- Charles Schwab & Co., IncMar 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6626126
- Firm CRD
- 148271