Isaiah
Gates

Harvest Investment Services, LLC

CRD#7697580
Investment Advisor
in Carbondale, IL

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About this Advisor

Isaiah Gates is a financial advisor based in Carbondale, Illinois, working with Harvest Investment Services, LLC. Isaiah has previously held positions at Harvest Investment Services, LLC, Christian Retirement Ministries, Integritas Providers, Cornerstone Reformed Church, Liberty University, John A. Logan Community College, Gateway Christian School, and Envoy Advisory Inc. Isaiah has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Isaiah is part of Harvest Investment Services, LLC, which operates out of Carbondale, Illinois. The firm has 9 offices and 28 employees. The firm manages assets totaling $281.7 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Harvest Investment Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Carbondale, IL

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Harvest Investment Services, LLC Brokerage Details

Total Assets Under Management

$281,661,252

IL Average: $6,674,516,078
Total Number of Employees

28

IL Average: 44
Total Number of Accounts

2,862

IL Average: 2,564
Average Account Size

$98,414

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Isaiah Gates Work History

2022 - Present (2 years)

Harvest Investment Services, LLC

2022 - Present (2 years)

Christian Retirement Ministries

2022 - Present (2 years)

Envoy Advisory Inc

2019 - Present (5 years)

Liberty University

2022 - 2022 (< 1 year)

Integritas Providers

2019 - 2021 (2 years)

Cornerstone Reformed Church

2019 - 2019 (< 1 year)

John A. Logan Community College

2013 - 2021 (8 years)

Gateway Christian School

Disclosures

Please visit the SEC profile of Isaiah Gates to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harvest Investment Services, LLC

Joseph Savenok
Villa Park, IL
Brenton Newell
Villa Park, IL
Luke Baumgarten
Villa Park, IL
Ryan Kaczmarek
Villa Park, IL
Isaiah Gates
Carbondale, IL
Josiah Deford
Villa Park, IL
Galo Baca
Villa Park, IL
John Vogel
Villa Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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