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Wesley Wade Beavers

Harfst AND Associates, Inc.

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About Wesley Wade Beavers

Wesley Wade Beavers is a registered investment advisor representative with Harfst and Associates, Inc. Wesley has been in the industry since 2020 and is currently based in Sheridan, Wyoming. Wesley has a background in financial planning, pension consulting, and portfolio management. Wesley is registered with the state of Wyoming.

Firm Information

Wesley Beavers is currently registered with Harfst AND Associates, Inc.. Harfst AND Associates, Inc. is an investment advisor located in Sheridan, Wyoming with over $629 million in regulatory assets under management. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Their client base includes high net worth individuals, corporations, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. They are registered with the SEC and have a website at http://www.harfst.com and http://www.harfstandassociates.com.
Harfst AND Associates, Inc.

1949 SUGARLAND DRIVE

SHERIDAN, WY 82801

$629.48M

Assets Under Management

Not reported

Total Clients

3

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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Wesley Beavers’s Registration & Firm History

WY

10/03/2024 - Present

Harfst AND Associates, Inc. (SHERIDAN WY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Wade Beavers.
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