MH
CFP
MH
CFP

Marc Erle Henn

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
418 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$582.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

312 Walnut Street, Suite 1600, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marc is an industry arbitrator with FINRA in Chicago since 2004. He dedicates a few hours per week to this activity, with minimal time occurring during securities trading hours.

Employment History
Current Registrations
Harvest Financial Advisors, LLC
November 2007 - Present · 18 yrs 3 mos
Previous Registrations
Haberer Registered Investment Advisor INC
May 2002 - January 2008 · 5 yrs 8 mos
State Registrations6 states
FLINKYOHPATX
Advisor
Exams
No exam information available for this advisor.