Tatum Isabella Arther
Investment adviser representative at Oak Harvest Investment Services
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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
- Seminars and workshops
Experience
11 years in the industry.
- Oak Harvest Investment ServicesMay 2026 to now
- MML Investors Services LLCFeb 2025 to May 2026
- Mass Mutual Life Insurance Company/sfgJun 2024 to May 2026
- Insight GlobalJun 2023 to Aug 2023
- Rally HouseSep 2022 to May 2023
- Techtronic IndustriesMay 2022 to Aug 2022
- Texas A&m UniversityAug 2021 to May 2024
- Tricky FishAug 2019 to May 2021
- YogurtlandFeb 2019 to Aug 2019
- Middle and High SchoolJan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
7 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
- 8029306
- Firm CRD
- 173293