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Robert Severin Harkson

Advisory Alpha, LLC

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About Robert Severin Harkson

Robert Severin Harkson is a financial advisor with Advisory Alpha, LLC. Robert has been in the industry since December 2004, and has experience working with both individual and institutional clients. Robert is a Certified Financial Planner™ professional with over 15 years of experience in the financial services industry. Robert has a strong understanding of financial planning, investment management, and retirement planning. Advisory Alpha, LLC is a Registered Investment Advisor based in Holland, Michigan. They offer a variety of investment services including financial planning, portfolio management, and retirement planning. The firm serves a broad range of clients, including high-net-worth individuals, businesses, and institutions.

Firm Information

Robert Harkson is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Robert Harkson’s Registration & Firm History

WA

03/29/2019 - Present

Advisory Alpha, LLC (GIG HARBOR WA)

WA

12/13/2004 - 05/12/2016

THRIVENT INVESTMENT MANAGEMENT INC. (GIG HARBOR WA)

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Licenses & Designations

BOTH

Issued 03/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Severin Harkson.
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