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Kristine Jane Witherow

Harvest Investment Services, LLC

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About Kristine Jane Witherow

Kristine Witherow is an Investment Advisor Representative at Harvest Investment Services, LLC. Kristine has over 20 years of experience in the financial services industry. Kristine is registered with the state of Pennsylvania. She has a Series 7, 63, 65 and 66 license. Kristine is a graduate of Gettysburg College. Kristine is a member of the Gettysburg Community Theatre and the Biglerville High School Band Boosters. Kristine specializes in providing financial planning, portfolio management and insurance services. She is dedicated to helping her clients achieve their financial goals.

Firm Information

Kristine Witherow 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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Kristine Witherow’s Registration & Firm History

PA

04/05/2016 - Present

Harvest Investment Services, LLC (GETTYSBURG PA)

PA

05/04/2016 - 07/19/2018

PROEQUITIES, INC. (GARDNERS PA)

PA

01/15/2016 - 04/07/2016

BANKERS LIFE SECURITIES, INC. (MECHANICSBURG PA)

PA

05/25/2010 - 02/05/2016

PROEQUITIES, INC. (MECHANISCBURG PA)

PA

08/11/2009 - 04/07/2010

GENEOS WEALTH MANAGEMENT, INC. (GETTYSBURG PA)

PA

02/04/2009 - 08/12/2009

UVEST FINANCIAL SERVICES GROUP, INC. (MECHANICSBURG PA)

PA

08/16/2005 - 01/29/2009

GENEOS WEALTH MANAGEMENT, INC. (GARDNERS PA)

CA

01/22/2001 - 08/19/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MD

03/13/2000 - 12/31/2000

H. BECK, INC. (ROCKVILLE MD)

NY

07/07/1997 - 03/23/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/03/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 07/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kristine Jane Witherow. Review regulatory record here.
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