Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle M. Stallsworth is an investment advisor representative at Harfst And Associates, Inc. Michelle has been in the industry since 2019 and holds the Series 65 license. Michelle is registered to provide investment advice in Oregon. Michelle is specialized in providing investment advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans. Michelle's firm Harfst And Associates, Inc. is based in Sheridan, WY. Harfst And Associates, Inc. manages over $629 million in assets for approximately 1,439 clients.
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.
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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WY
01/02/2020 - Present
Harfst AND Associates, Inc. (SHERIDAN WY)
IA
Issued 12/02/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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