Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Taylor Harvill is a financial advisor with Wellth Advisory Services, LLC. Michael has been in the financial services industry for over 30 years. He is a registered investment advisor in Indiana and Ohio. Michael has worked with clients of all types, including corporations, individuals, charitable organizations, and pension plans. Michael's goal is to help clients reach their financial goals through comprehensive financial planning, investment management, and retirement planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/28/2024 - Present
Wellth Advisory Services, LLC (Fort Wayne IN)
IN
09/28/2012 - 07/16/2019
LPL FINANCIAL LLC (FT WAYNE IN)
IN
04/05/2010 - 11/26/2012
RIDGEWAY & CONGER, INC. (FORT WAYNE IN)
IN
08/10/2006 - 03/30/2010
GUNNALLEN FINANCIAL, INC (FORT WAYNE IN)
WI
09/11/1998 - 08/11/2006
SII INVESTMENTS, INC. (APPLETON WI)
CT
05/17/1996 - 09/10/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
01/01/1984 - 05/16/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/01/1984 - 05/16/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/01/1984 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 06/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/19/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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