Michelle M Stallsworth
Investment adviser representative at Harfst and Associates, Inc.
22 yearsExperience
1 stateRegistered in
$783.2MFirm assets
16 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
22 years in the industry.
- Harfst and Associates, Inc.Jan 2019 to now
- Oldcastle PrecastSep 2004 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OR).
Harfst and Associates, Inc.
$783.2MAssets managed
539Clients
3Advisers
16 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
- 7212388
- Firm CRD
- 145090