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Danette Josephine Harfst

Harfst AND Associates, Inc.

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About Danette Josephine Harfst

Danette Josephine Harfst is a registered Investment Advisor Representative, based in Sheridan, Wyoming. Danette has been in the financial services industry since December of 2010 and holds a Series 65 license. Danette has passed the Uniform Investment Adviser Law Examination in January of 2012. Danette is currently registered with Harfst And Associates, Inc., with a branch office in Sheridan, Wyoming. Danette provides advisory services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. The firm also provides financial planning and pension consulting services.

Firm Information

Danette Harfst is currently registered with Harfst AND Associates, Inc.. Harfst AND Associates, Inc. is an investment advisor located in Sheridan, Wyoming with over $629 million in regulatory assets under management. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Their client base includes high net worth individuals, corporations, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. They are registered with the SEC and have a website at http://www.harfst.com and http://www.harfstandassociates.com.
Harfst AND Associates, Inc.

1949 SUGARLAND DRIVE

SHERIDAN, WY 82801

$629.48M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danette Harfst’s Registration & Firm History

WY

03/16/2022 - Present

Harfst AND Associates, Inc. (SHERIDAN WY)

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Licenses & Designations

IA

Issued 01/20/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danette Josephine Harfst.
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