Thomas Fogelsong
Investment adviser representative at Harvest Investment Services, LLC
12 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
12 years in the industry.
- Harvest Investment Services, LLCJun 2023 to now
- Illinois State UniversityAug 2021 to now
- DoordashFeb 2021 to Jun 2023
- Balers Inc,Jan 2019 to Dec 2019
- Naperville Central High SchoolAug 2017 to Jun 2021
- Kennedy Jr High SchoolJul 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7965878
- Firm CRD
- 159390