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Thomas Fogelsong

Harvest Investment Services, LLC

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About Thomas Fogelsong

Thomas Fogelsong is an Investment Advisor Representative at Harvest Investment Services, LLC. Thomas has been in the industry since 2023 and holds a Series 65 license. Harvest Investment Services, LLC has over 20 years of experience offering personalized financial planning and investment management services. They serve a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm specializes in providing investment management, financial planning, and portfolio management services.

Firm Information

Thomas Fogelsong 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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Thomas Fogelsong’s Registration & Firm History

IL

07/30/2024 - Present

Harvest Investment Services, LLC (OAKBROOK TERRACE IL)

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Licenses & Designations

IA

Issued 07/25/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Fogelsong.
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