Ivy
Emerick

Harvest Investment Services, LLC

CRD#1315322
Investment Advisor
in Villa Park, IL

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About this Advisor

Ivy Emerick is a financial advisor based in Villa Park, Illinois, working with Harvest Investment Services, LLC. Ivy has previously held positions at Comprehensive Financial Planning Services Corp, Wealth Advisory Solutions, LLC, and Harvest Investment Services, LLC. Ivy has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Ivy is part of Harvest Investment Services, LLC, which operates out of Villa Park, Illinois. The firm has 9 offices and 28 employees. The firm manages assets totaling $281.7 million and serves high-net-worth clients. 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 63, CERTIFIED FINANCIAL PLANNER™

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

1 Transam Plaza Drive Suite 230
Villa Park, IL 60181-4285

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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

Ivy Emerick Work History

2023 - Present (1 year)

Harvest Investment Services, LLC

2018 - 2023 (5 years)

Wealth Advisory Solutions, LLC

1990 - 2017 (27 years)

Comprehensive Financial Planning Services Corp

Disclosures

Please visit the SEC profile of Ivy Emerick 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

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