Robby
Harfst

Harfst And Associates, Inc

CRD#2319056
Investment Advisor
in Sheridan, WY

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About this Advisor

Robby Harfst is a certified financial planner who works out of Sheridan, Wyoming who has 16 years of relevant experience. Harfst is currently employed by Harfst And Associates, Inc. Over the course of their career, Harfst has held roles at Various Insurance Companies, Robby Harfst, Ashland Ymca and Harfst And Associates. Harfst holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Oregon, Texas and Wyoming. Harfst And Associates, Inc is a registered investment firm operating out of Sheridan, WY. The firm has offices in two locations and a total of 10 financial advisors. It administers $547 million in assets among its 1,457 accounts, placing it among the larger firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 1,457 customer accounts, 32% belong to high-net-worth clients who have at least $1 million in investable assets. Harfst And Associates, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Harfst And Associates, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

1949 Sugarland Drive #220
Sheridan, WY 82801

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Harfst And Associates, Inc Brokerage Details

Total Assets Under Management

$547,432,748

WY Average: $484,914,235
Total Number of Employees

10

WY Average: 8
Total Number of Accounts

1,457

WY Average: 674
Average Account Size

$375,726

WY Average: $719,457

Investment Advisory Services

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

Robby Harfst Work History

Robby has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Harfst And Associates

2003 - Present (21 years)

Robby Harfst

2002 - Present (22 years)

Ashland Ymca

1992 - Present (32 years)

Various Insurance Companies

*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 Robby Harfst 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 Harfst And Associates, Inc

Danette Harfst
Sheridan, WY
Michelle Tucker
Sheridan, WY
Robby Harfst
Sheridan, WY

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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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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