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Michael Frederick Sokolik

Harvest Investment Services, LLC

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About Michael Frederick Sokolik

Michael Frederick Sokolik is a financial professional with experience in the securities industry. Michael is registered with Harvest Investment Services, LLC and currently holds Series 63, 6TO, and SIE licenses. Michael has been actively involved in the industry since 2023. Michael has previous experience working with Conway Builder's LLC, MSJR Productions, Intervest International Equities Corporation, Ausdal Financial Partners, Inc., and Harvest Investment Services, LLC. Michael's current firm, Harvest Investment Services, LLC, is based in Oakbrook Terrace, Illinois. Michael is also a board member of the Socastee Heritage Foundation and a chapter leader for GBN. Michael is a dedicated professional with a passion for helping individuals and businesses achieve their financial goals.

Firm Information

Michael Sokolik 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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Michael Sokolik’s Registration & Firm History

IL

01/08/2025 - Present

Harvest Investment Services, LLC (OAKBROOK TERRACE IL)

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Licenses & Designations

BC

Issued 01/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Frederick Sokolik.
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