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Isaiah Gates

Harvest Investment Services, LLC

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About Isaiah Gates

Isaiah Gates is an investment advisor representative at Harvest Investment Services, LLC and Envoy Advisory Inc. Isaiah is registered in Illinois and has been working in the financial services industry since 2013. Isaiah holds the Series 65 license and SIE. Isaiah has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Isaiah offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Isaiah Gates is currently registered with Harvest Investment Services, LLC. Harvest Investment Services, LLC is an investment advisor headquartered in OAKBROOK TERRACE, IL. They provide financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Their approximate assets under management are $281,661,252. They have 21 investment advisor representatives and 5 adviser representatives for other investment advisors. They have 2,862 total accounts and 2,862 discretionary accounts. They serve individual and institutional clients, including individuals (other than high-net-worth), high-net-worth individuals, and pooled investment vehicles. They also participate in wrap fee programs.
Harvest Investment Services, LLC

1 TRANSAM PLAZA DRIVE

OAKBROOK TERRACE, IL 60181-4285

$281.66M

Assets Under Management

Not reported

Total Clients

27

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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Isaiah Gates’s Registration & Firm History

IL

02/08/2023 - Present

Harvest Investment Services, LLC (Carbondale IL)

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Licenses & Designations

IA

Issued 01/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Isaiah Gates.
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