Thomas
Shankland
Harvest Investment Services, LLC
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About this Advisor
Thomas Shankland is a financial advisor operating out of Villa Park, Illinois with a total of 9 years of relevant experience. Shankland is currently employed by Harvest Investment Services, LLC. Shankland has gained experience at Continental Western Life Ins. Co, Shankland And Associates, Guarantee Security Life Ins. Co, First Penn-Pacific Ins. Co, American Investors Life Ins. Co, National Heritage Life Ins. Co, American Life And Casualty Ins. Co, Tmg Life, Proequities, Inc and Harvest Investment Services. Shankland maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Indiana. Harvest Investment Services, LLC is an advisory firm based out of Villa Park, IL. The investment advisory business has offices in seven locations and a total of 29 employees. It handles $254 million in assets under management across its 2,464 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,464 accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets. Harvest Investment Services, LLC provides a wide set of services, such as 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. Fees for financial management are based on the financial services offered. Fee types charged by Harvest Investment Services, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvest Investment Services, LLC Brokerage Details
$254,263,047
29
2,464
$103,191
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
Thomas Shankland Work History
Thomas has been registered as a financial advisor for 9 years.*
Harvest Investment Services
Tmg Life
National Heritage Life Ins. Co
American Life And Casualty Ins. Co
American Investors Life Ins. Co
Guarantee Security Life Ins. Co
First Penn-Pacific Ins. Co
Continental Western Life Ins. Co
Shankland And Associates
Proequities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Shankland 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
Carbondale, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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